Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 215.11

+0.1%

Dec 24 12:59 PM EST

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To: Sarmad Y. Hermiz who wrote (193967)	4/16/2006 11:36:58 AM
From: niceguy767	Read Replies (1) of 275872

"No. Intel will likely have GM of 55%-57%." Any thoughts as to why the estimated 5 point drop and how that might have impacted AMD's Q1 revenues, yet AMD's Q1 gross margin improved? "Regarding "much higher pricing structure", can you give examples ?" Nope. Just that it seems to be a commonly held belief that INTC chips garner a 50% premium over AMD chips. Granted, though, as you have pointed out, that may have changed significantly, along with many other AMD/INTC comparatives, over the past 12 months...again INTC's Q1 financials should provide some valuable additional data in this vein ;-)

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