Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 210.78

-4.8%

Dec 12 9:30 AM EST

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To: Sarmad Y. Hermiz who wrote (217392)	11/22/2006 7:58:34 AM
From: niceguy767	Read Replies (1) of 275872

Speaking of social experiments...just exactly what is that you guys don't get about the $16 INTC call released yesterday... Pretty transparent analysis given by these guys as to how they arrived at their INTC = $16 analysis, and rather than attack the assumptions of these analysts, the usual INTC tactic of attacking the messenger ensued...Social predictability in this social experiment. Anyway, it's pretty obvious that the Dell turnaround is consistent with the timing of their new AMD offerings... Hmmm...Wonder if the anticipated H1 INTC margin problem cited in yesterday's INTC = $16 analysis is a result of INTC taking a hit on margins in effort to compete with AMD ASP's now that the Dell monopolistic hold has been broken? Oh yeah, I forgot...there was no monopolistic hold ;-)

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