Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 214.87

-0.1%

3:59 PM EST

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To: Elmer Phud who wrote (207732)	8/6/2006 1:01:41 AM
From: mas_	Read Replies (1) of 275872

the price war takes mainstream product to much lower ASPs, Fab36 depreciation kicks in on low volume. Most would consider low asps a spur to extra volume not less. Intel started this price war armed mainly with the P4, a not too wise move IMO. X2s now at only $150 should help AMD clean up in Q3 and Intel's greater ramp in Q4 may only bring AMD back to Q2 levels considering the Dell boost that quarter. Q1 or Q207 might be a better bet for you if you are expecting AMD going in the red but even that is not certain. The game you knew and loved really has changed, probably forever, since you last played it ;-).

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