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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 214.00+6.5%2:10 PM EST

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To: zdenekb_1999 who wrote (201975)6/13/2006 8:51:59 PM
From: Sarmad Y. HermizRead Replies (2) of 275872
 
>> product is overhyped,

What evidence is there for that ?

>> and Intel is likely to underdeliver

ditto.

>> - unless they have done a lot of sampling for a long time.

It looks like they have.

>> I'd wager a guess that the main reason for all the hype was to hamper further AMD socket wins.

And what did AMD respond with ? Nothing. Hence the 40% drop in stock price.

>> The unknown factor might be: given that P4 really sucks, how unwilling were OEMs to continue building stoves instead of computers,

Willing enough to give it 80% market share for years.

>> Just a thought...

Does this thought lead to any forecast regarding AMD stock price ?
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