Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 213.50

+6.2%

Dec 19 3:59 PM EST

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To: j3pflynn who wrote (188634)	3/4/2006 4:12:13 PM
From: dramjoe7	Read Replies (1) of 275872

A slight market share loss (<2%) doesn't mean much to Intel, but on a revenue growth basis, is huge for AMD. Regarding Monday's analyst meeting, I would think Hector would say that in order to wage a price war, you need at least competitive products and clearly AMD's products are superior for another qtr or 2 (or 3 or...). I'm amazed that the market has so quickly reverted to the "Intel will crush AMD in a nanosecond" thinking. Most don't get the competitive change that has taken place. Fine. We'll make money without them...

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