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


To: dougSF30 who wrote (162781)6/28/2005 2:46:25 PM
From: Pravin KamdarRead Replies (1) | Respond to of 275872
 
Doug,

Hey Pravin, what did you think of Intel's rep on the call, the questioner from IDC?

Was that the guy that kept going on about "where's the public harm in Intel selling discounted chips" guy?

AMD's initial response was weak, but someone stepped in and gave a good example. In the end, this all needs to get aired out in public, and the more Intel questions it, the more AMD has the opportunity to describe the wrong-doing. I hope guys like him keep asking those questions for which they already know the true answers. AMD MUST have clear examples ready for when these questions are asked.

There are five steps in the grief process. The last being acceptance. Once analysts get to that stage, we may see them warm up to AMD, but they have to go through denial, anger, and depression, first.

Pravin