Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 214.11

+3.9%

Nov 26 3:59 PM EST

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To: AK2004 who wrote (189639)	3/13/2006 10:42:59 PM
From: eracer	Read Replies (1) of 275872

Re: you can not be serious, LOL, extra 1%-3% of market share at the expense of 30% of revenue? I feel the revenue was going to disappear no matter what. Intel doesn't produce quality CPUs. The alternative is lower prices. Even if AMD had no contributions from FAB36 this quarter I believe shifting some production away from low end Semprons and toward mobiles, servers and high-end desktops would come close to the same short term effect on Intel as adding capacity across the board. With no AMD changes at all Intel would be pressured to cut prices. Inventories were rising and market share falling without any help from FAB36.

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