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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 209.04+0.7%Dec 16 3:59 PM EST
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To: Sarmad Y. Hermiz who wrote (193462)4/13/2006 8:43:04 AM
From: combjellyRead Replies (1) of 275872
 
"As I said a while back, I just don't see how these intelligent people on this thread can think AMD will defeat Intel in a price war."

Simple. AMD has a lower cost structure than Intel. AMD can thrive on an ASP of under $100, just look at this quarter. Intel would be bleeding a river at an ASP of $120. And it isn't like Intel can do like they have in the past, slash prices in areas where they compete directly with AMD and keep prices high in those markets where AMD doesn't compete. There aren't any markets where AMD doesn't compete.
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