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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 231.80+1.7%Jan 16 3:59 PM EST
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To: firthoffourth who wrote (196360)5/10/2006 8:06:04 PM
From: dougSF30Read Replies (1) of 275872
 
Well, again, it depends on the magnitude of the performance lead. 20% would be nearly 3 speed grades worth of advantage. That would be extremely bad for AMD. It would mean their hard-to-yield top end would be mid-range, at best, and everything else would be "value". OTOH, if the lead is only 5%, no big deal. But it doesn't look like merely 5% at this point in time.
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