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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: Sarmad Y. Hermiz who wrote (200321)6/3/2006 9:25:36 PM
From: pgerassiRead Replies (1) of 275872
 
Dear Sarmad:

That calculation forgets about the inventory in the OEMs. If Intel doesn't swap this back or returns the difference in purchase price, these OEMs will refuse to buy NGA until their old inventory is sold off. And that will delay uptake of NGA by six or more months. And the OEMs will make sure all of their lines have AMD in them, JIC.

Pete
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