Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 217.53

+1.5%

Nov 28 9:30 AM EST

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To: niceguy767 who wrote (200308)	6/3/2006 7:27:15 PM
From: combjelly	Read Replies (1) of 275872

"I'm equally or more skeptical about the prospects for the INTC Conroe ramp" It doesn't really matter either way. Intel is screwed if the rumors about massive slashing of prices is true. Because if true, the OEMs aren't going to be happy unless Intel takes product back, provide rebates on what was bought or swap product out. AMD did their swap out in a Q1 and Q2 time period. I don't think Intel can put it off that long. Having to swap out P4 with NGA in Q3 and Q4 would have a major, major impact.

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