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

To: THE WATSONYOUTH who wrote (138135)10/29/2004 3:11:33 PM
From: TimFRespond to of 275872
 
Dull: No Demand For AMD From Customers

amdzone.com



To: THE WATSONYOUTH who wrote (138135)10/29/2004 3:20:39 PM
From: Elmer PhudRead Replies (4) | Respond to of 275872
 
TWY - AKA Andy Grave:

Otherwise, Intel will simply come in and undercut (even at a loss)

Assuming good yields, I put Intel's costs pretty close to $10. You claim Intel would sell processors for <~$10?

I don't think so...



To: THE WATSONYOUTH who wrote (138135)10/29/2004 5:56:42 PM
From: RinkRead Replies (1) | Respond to of 275872
 
TWY, re: why the hell...

Good reason. Anyways it's only coming on line end NEXT year or more likely it'll only start to have some effect in H106. Outsourcing part of the Semprons might turn out to be handy for the time in between. Your point is you don't see the opportunity; my point is I do see it as a possibility.

FYI: Actually more importantly (so that you don't take me wrong) I do value your posts pretty highly.

Kind regards,

Rink


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