SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 214.11+3.9%Nov 26 3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: AK2004 who wrote (201371)6/10/2006 2:41:53 PM
From: firthoffourthRead Replies (1) of 275872
 
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.

So AMD's announcement to slash venice core pricing yesterday may pull those sales back into Q2. July is shaping up to be a very interesting month in the AMD vs INTC saga.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News