Advanced Micro Devices - Moderated (AMD) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 208.85

+2.8%

10:29 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: dougSF30 who wrote (197232)	5/17/2006 9:20:38 AM
From: TechieGuy-alt	Read Replies (1) of 275872

The curve is steep. :) I meant to say (completely): "It all depends on the flatness or steepness of the pricing curve that the market will support."! Obviously Intel will make it steep. They may have been behind in tech for the last 3 years- but I doubt that their MBA types are that stupid! But I believe that the market environment has changed. The market may not support the steepness that Intel may wish to impose on it. Remember, that Intel always made the majority of their profits from servers- specially high end servers. I don't see how Opteron can loose out in servers- specially the high performance of 2S/4S servers where they have been able to scale so well and they will probably still keep and advantage. (Dell)low end servers are still mostly Netburst and they'll just transition to NGA- no AMD loss there. Selling (say) 10% of their total volumes in the top 2 or 3 bins may not be enough to support the steepness of the curve that Intel wants to impose on AMD/market. It all depends on how much volume Intel an move to the advantaged speed bins and how much price premium the market supports for those bins. Unless you know the shipping mix- there is no way to say game over or not for AMD (yet). TG

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next