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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: eracer who wrote (201363)6/9/2006 11:53:00 AM
From: AK2004Read Replies (2) of 275872
 
would not encourage intel buyers to wait for q3? Intel may slow the overall chip purchases in this quarter but market share ratio would swing AMD's way.

And I think I finally figured out intel's strategy. They are going to shift the demand and purchases of Intel chips toward q3 at the expense of q2. Even if AMD would increase the unit shipments in q3 Intel hopes that borrowed sales from q2 would be enough to offset AMD's gains in q3 so intel can claim market share increase and victory and bonuses for intel management.

Of course intel shareholders would eventually pay for that but I do not think that ottellini cares for shareholders....
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