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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 240.58

-2.5%

Nov 17 3:59 PM EST

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To: Joe NYC who wrote (195116)	4/26/2006 8:35:04 AM
From: eracer	Read Replies (1) of 275872

Re: 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. Apparently the motivation is to prevent AMD from getting more traction in the low-end market. The prices are low enough that it would be difficult for AMD to turn a significant profit in that market no matter how cheaply FAB30 or Chartered could produce Semprons. It doesn't look like NGA is coming to Celeron for at least three quarters so it is likely the low Netburst Celeron prices are here to stay.

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