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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 213.43+6.2%Dec 19 9:30 AM EST

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To: Tomcat who wrote (193506)4/13/2006 12:14:27 PM
From: TGPTNDRRead Replies (1) of 275872
 
TC, Re: Hector is ready for any price war and will start one himself if he has to. This will be bad for both Intel and AMD's stock, but it will not kill off AMD. So I think the ball is in Intel's court and they need to decide how bad things get.>

LOL! INTC had a price/performance "Make-Up" in place with Dell last Q. Intel would pay the cost of making a Dell server performance competitive with AMD server from a competitor.

AMD cut server pricing -- When?

INTC cut Earnings/Revenue forecast -- When?

-tgp
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