Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 213.07

+3.4%

11:53 AM EST

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To: AK2004 who wrote (200792)	6/7/2006 6:53:06 AM
From: Sarmad Y. Hermiz	Read Replies (1) of 275872

AK, >> while more "patriotic" intel "investors" are hoping that few thousands of conroes would make up for the lost revenue. Agree. What we don't know: 1- Are these price cuts merely bringing down published prices to the level actual prices that were in effect already ? 2- Already reflected in Intel's estimate of q2 revenue and gross margin ? 3- On 90 nm products that being replaced by 65 nm counterparts (D8xx -> D9xx), and the new price is profitable for the 65 nm units. Three weeks left in the warning window. I think a well-versed outsider can know the answers to the above. Unfortunately, I am not. Sarmad

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