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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Tenchusatsu who wrote (278312)	3/5/2006 7:23:52 PM
From: tejek	Respond to of 1571903

Ted, more on the INTC warning. I'm getting indications that it's more due to a general slowdown in sales than competitive pressures from AMD. Of course, just watch as AMD once again emerges as the "hero." As some like to say, "Stay tooned!" I tend to think its slowing sales as well......and the markets seem to agree.....AMD was down almost 5% Friday on heavy, heavy volume. However, like I said before, there are some who think its because INTC is not in any fast growing niche and that AMD is taking share. A significant portion of the problem for INTC's credibility is that a number of semi companies reported growing business in their most recent earnings report. Look at Elroy's fav....its up from $15 to $25 in a little more than two months. So who is right......INTC or the other semis? Its hard to tell. Let me know if you hear more. TIA. ted