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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 215.35+5.7%2:01 PM EST

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To: Joe NYC who wrote (201177)6/8/2006 6:20:51 PM
From: jjayxxxxRead Replies (3) of 275872
 
Joe,

I think it is Otellini calling the shots, and there is only one priority: to hold unit market share.

I agree. In fact, from the horse's mouth (at 06Q1 Intel CC):

Chris Danely - JP Morgan: A philosophical question, Paul. If you have the choice between sacrificing a little bit of margin but gaining back your market share, which choice would you take?

Paul Otellini: I would take the choice that keeps my factories the fullest.

seekingalpha.com

Regards,

JJ
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