Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: dougSF30 who wrote (135739)	10/11/2004 12:41:39 PM
From: niceguy767	Read Replies (2) \| Respond to of 275872

"Give it up. Intel had huge CPU inventories at the end of Q2, and the spin attempt back then was that it would hurt AMD's Q3. AMD grew CPG by 21% in Q3. What's changed? Nothing. Those stale parts haven't grown more attractive." Amazing the lengths Mishan and a few of his acolytes go to in order to avoid the obvious, that being: AMD has superior product to offer across the performance gradient and at prices that are much more attrative! INTC needs to find a "new product' that is price compritive to restore any prospect of meaningful growth and that "new product" looks to be at least a year away and may not be competitive then, as AMD is by no means idling while INTC is scrambling in panic-stricken mode!