Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 221.42

-0.1%

Dec 10 3:59 PM EST

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To: Sarmad Y. Hermiz who wrote (245516)	1/5/2008 7:44:03 PM
From: seti	Read Replies (1) of 275872

As far as I know, there is no excess inventory in processors. In fact, one third of AMD's capacity will be shuttered in Q1 and Q2, which are the weak period. Which means there will be a shortage of non-Intel inventory. And it is reasonable to assume that Intel will not wage a price war against itself. So why did the idiot fund managers panic ? Did I forget to say they are idiots ? They are not idiots. Given the price action, if they had managed to dump at 26 or 25, then they are happy and made the right move.

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