Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 231.83

+1.7%

Jan 16 9:30 AM EST

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To: Petz who wrote (188696)	3/5/2006 11:17:27 PM
From: overhols	Read Replies (2) of 275872

I would imagine that if INTC's priority after Q4 was to stem share loss via price cuts (in my opinion the price cuts we have seen support that hypothesis) that they used their anticipated ASP after the price cuts to formulate their Q1 estimate. Thus I take the newly lowered midpoint as a sign that AMD continues to take share, IMO, even more than 2%. I take the newly anecdotal evidence of 81% desktop share in U.S. retail as further data to support the argument. The article stated U.S. retail as 9% of world demand, so a 30% increase there from the ~50% level I recall from Q4 would be ~3% by itself. Does anyone else have a feel of how low intel will go when this pattern continues for the next 2+ quarters? I have been thinking about picking up INTC put options at the 15 strike, but the share price loss of only ~30 cents after lowering the midpoint by $500 million made me wonder what it will take to get intel below 15. Kyle

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