Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 209.04

+0.7%

3:59 PM EST

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To: Petz who wrote (201724)	6/12/2006 6:02:34 PM
From: niceguy767	Read Replies (1) of 275872

Wise decision methinks. AMD looks like it wants to test $25 and INTC $15. As I see it, INTC P4 price cuts pretty much guarantee tough slogging in the CPU world for at least the near term. Seems like INTC management have taken the position that if they are going to be decimated in Q2, why not attempt to take AMD down too. A risky move is this for INTC, because if AMD does counter INTC's Conroe hype with products that reclaim vapour performance leadership, INTC will be relegated to the minors for an awful long time. Like you, I liquidated all long positions at the open. Just too many negatives led by macroeconics, rising interest rates, inverted yield curve and price war. I'm very happy that AMD has countered INTC's scorched earth pricing initiative in effort to maintain its share, as I'm confident that AMD will, consequently, see continuing Revshare gains going forward, just not with the eps that I'm confortable with. INTC dropped the glove with its P4 price cuts and AMD has now responded. Now let's see who blinks first. While I'm waiting though there is no way I see any upside for either of the combatants. Again, my perspective is that INTC has miscalculated greatly as I just don't think INTC anticipated that AMD would call INTC's price cut bluff. Yes calling INTC's bluff hurts AMD, but it absolutely decimates INTC from my vantage point.

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