Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 246.76

-0.5%

Nov 14 9:30 AM EST

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To: eracer who wrote (195112)	4/26/2006 2:10:31 AM
From: Joe NYC	Read Replies (2) of 275872

eracer, There will be no instant cure for Intel revenues. AMD's revenues will probably feel a bigger effect a few quarters after the Woodcrest and Conroe launches, and not in a positive way. While that is true, these things are a bid down the road. These extremely cheap Celerons are there now. What is your take on Intel's motivation here? It seems to me that the damage to Intel is going to be an order of magnitude bigger than impact on AMD. These Celerons are a dumpster material, either downbinned or a side-effect of having to run too many wafers to get enough higher end parts, but in either case, each one of those Celerons may be replacing a CPU with 2x its price, more than likely than not, an Intel CPU. Joe

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