Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 204.70

-2.5%

3:59 PM EST

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To: dougSF30 who wrote (197291)	5/17/2006 1:05:47 PM
From: TechieGuy-alt	Read Replies (2) of 275872

But overall, this will be a horizontal price/perf war across all segements, not a segment war like in the past. Absolutely right. And I don't think it's disputed by anyone rational anymore that Intel's cost structure is way out of line vis-a-vis AMD. Even Otillini ack'd that. This is a not a price war that Intel can come out unscathed. Plus the street is expecting NGA to return Intel to pre-netburst-pre-K8 status. Not going to happen. The biggest disappointment will be Q3 results from Intel- what they will chalk up to "NGA just started shipping- so now gaining traction etc. etc.". TG

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