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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 215.40-1.0%3:47 PM EST
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To: colin1497 who wrote (201484)6/10/2006 6:36:14 AM
From: Sarmad Y. HermizRead Replies (1) of 275872
 
>> but they can't convert the entire infrastructure overnight so they have to make the chips people can use, even though they have to sell them at a "loss."
<<

How about I'll stick to my expectation that the 90nm chips that Intel will heavily discount, will be discontinued shortly after launch of Conroe. Their freed-up capacity will be used to make chipsets.

As to >> The big debate, at least in my mind, is how bad will AMD be hurt?

To my mind, I expect their profit increase trend will stall for a year.
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