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


To: g_w_north who wrote (135744)10/11/2004 1:14:42 PM
From: dougSF30Respond to of 275872
 
Yes, and I'm disputing that opinion. :) The argument that Intel's CPU inventories are a threat to AMD's Q4 is poor, in light of the same claims being made about Q3 (yet failing to materialize), AMD's guidance, Intel's statements regarding demand for their products not responding to price cuts, and the fact that the Intel and AMD ecosystems continue to diverge.

Doug