Intel Corporation (INTC) Message Board

STOCKTALK

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 : Intel Corporation (INTC)

INTC 46.96

-2.8%

Jan 16 4:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: TimF who wrote (184026)	4/10/2006 12:27:02 PM
From: Sarmad Y. Hermiz	Read Replies (1) of 186894

>> . Esp. if AMDs ASPs do not shrink or do not shrink as much as Intel's. an outcome of my model is that AMD's unit costs will rise faster than Intel's throughout q2, q3 and q4 (while Intel's cost drop). And the only way for AMD to preserve its current 20% market share is to match Intel's price reductions, and therefor accept lower margin. Whether AMD will opt to preserve market share, or whether they opt to preserve their ASP in their advantaged niches is unknown to me. But my conclusion is they can't do both. As you said, we'll see how it goes. >> I'm not claiming that they do have poor utilization or yield Well, that assumption is at the base of many people's conclusion that AMD's rise corresponds to Intel's decline. It is difficult to make the case without that. I'm surprised you disassociated your conclusion from that premise. What's left then ? That AMD did a good job of copying Intel's chips on their 8th try ? Sarmad

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next