Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 253.73

+1.6%

Jan 22 3:59 PM EST

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To: justaview who wrote (219530)	12/7/2006 9:40:07 PM
From: Joe NYC	Read Replies (2) of 275872

Intel is putting AMD's margins in a vise and squeezing them with the P4 from the low end and with the CMW from the high end. It seems to me that Intel has been squeezing its own margins pretty hard just to keep market share sliding further... Kind of a self squeezing for self preservation all while AMD is capacity constrained. I wonder what will happen in Q1 when AMD is no longer capacity constrained... Joe

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