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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 210.80-4.8%Dec 12 3:59 PM EST
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To: dougSF30 who wrote (199960)6/1/2006 7:18:08 PM
From: mas_Read Replies (2) of 275872
 
but they can price their parts much lower, make more and kick P-D right down. Core 2 will not satisfy the whole market instantly and anything under $300 AMD will clean up on as the competition there will be ~2GHz 2MB Conroes and P-Ds. It also happens to be where the real volume is so AMD will just ease into that space if forced to. It just won't be as simple as you think, it's a 3-way dynamic occuring here and AMD has the volume on one of the not least desirable parts ;-).
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