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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: niceguy767 who wrote (201030)6/8/2006 8:42:10 AM
From: Sarmad Y. HermizRead Replies (2) of 275872
 
>> INTC, despite its vast resources has become a wannabe AMD, operating about 2 years behind on the AMD curve ;-)
<<

quod erat demonstrandum.

AMD stock problem is, and will stay for a few months, that institutions have started dumping their AMD shares. Worse, the factors that caused the down-turn in sentiment will continue for at least a year. Worse still, they'll intensify.

Yes, AMD can gain market share. But only at the cost of dropping ASP and reversing profit growth.
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