SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 216.00-0.7%3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: muzosi who wrote (189335)3/10/2006 4:00:09 PM
From: dougSF30Read Replies (1) of 275872
 
I looked at his reply to you -- a no-no, I know.

So his FUD is that this is only about NGA pricing. Clearly the exec's comments apply to Intel's current situation. What does Intel do to slow AMD's growth? Either engage in a price war, or bring out new parts with better performance. The very fact that he set it up as a CHOICE, tells you it is not about NGA pricing, for NGA parts *are* the second option, meaning the choice doesn't exist if price cuts are referring to NGA parts.

The straightforward interpretation is the correct one: Either we cut prices (now), or we don't, and instead get competitive on performance (which we are doing).

eracer is FOS.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News