Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 214.11

+3.9%

Nov 26 3:59 PM EST

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To: pgerassi who wrote (199281)	5/29/2006 7:07:23 PM
From: Plissken	Read Replies (1) of 275872

A conversion of 1/3 may contract Intel market share significantly around NGA's launch around this desirable core product (no pun intended) in particular because it completely replaces the P4 products in the mind of the buyers. That time of the year may actually prove to be Intel worst, with NGA demand going unsatisfied and P4 parts unmovable at any price, which will send OEMs and the channel to fill the need from AMD. Curiously, considering the low launch prices Intel set, that quarter may actually take them into red ink.

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