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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 223.54-2.9%3:59 PM EST
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To: AK2004 who wrote (201163)6/8/2006 5:14:31 PM
From: Sarmad Y. HermizRead Replies (1) of 275872
 
Do we have a way to figure out the effective price reduction ? Was dell getting a 50% discount from list price anyway ? And this is just a 10% reduction that will be made whole from selling the chipset ?

I don't expect it is this benign, but I also don't expect Intel's revenue to drop 60%. I would expect it is mostly figured in the $8B revenue guidance.
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