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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 217.53+1.5%Nov 28 9:30 AM EST
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To: DRBES who wrote (189537)3/13/2006 2:15:34 PM
From: Sarmad Y. HermizRead Replies (1) of 275872
 
Obviously none of us has inside info. I sure don't. But it seems to me the anticipated price reduction is what prompted Intel's 11% reduction of revenue and 4-pt reduction in gross margin from q4-'05 to q1-'06.

re >> i believe that historically AMD has offered much deeper discounts to OEMs than intel has found necessary...this may have changed

I just find it impossible that Dell would accept to pay 50% higher prices than H-P. Or that H-P would accept paying Intel 50% higher price than they pay AMD.
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