Advanced Micro Devices - Moderated (AMD) Message Board

STOCKTALK

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 200.98

+1.4%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Joe NYC who wrote (201822)	6/13/2006 6:32:26 AM
From: Dan3	Read Replies (2) of 275872

Re: At about the same time, AMD increased prices of X2s slightly. I did not like that stunt one bit. It's looked to me that AMD's big problem has been coping with rapidly increasing demand. Their risk has been that they would appear to be an unreliable supplier. Their recent strategy appears to have been successful and they were able to supply the demand (at the prices they quoted). Intel's big problem has been coping with rapidly decreasing demand. They've had to cut prices and have damaged the Pentium and Pentium M brands. Now they are going to try to build Core and ViiV as replacement brands and leave AMD tied to the Celeronized Penium brand. It costs Intel (and anyone else) a lot of time and money to build a brand. Right now they're starting almost from scratch, again. I think AMD has been doing a spectacular job of navigating a treacherous pricing environment. They're still in the middle of a scorched earth price war that's taking place in an overall dropping market, but the job AMD has been doing has been terrific. It's still going to be very, very, tough for them, going forward.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next