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

To: muzosi who wrote (189335)	3/10/2006 3:53:25 PM
From: eracer	Respond to of 275872

Re: so you expect intel literally say "price war" ? your posts/lack of comprehension are getting tiresome. So when Intel makes a comment about NGA product pricing, which may only account for 10% or so of Intel's shipping products from now to the rest of the year, you automatically assume the comment applies to the other 90% of Intel's shipping products as well? And you think I have reading comprehension problems?

To: muzosi who wrote (189335)	3/10/2006 4:00:09 PM
From: dougSF30	Read Replies (1) \| Respond to of 275872

I looked at his reply to you -- a no-no, I know. So his FUD is that this is only about NGA pricing. Clearly the exec's comments apply to Intel's current situation. What does Intel do to slow AMD's growth? Either engage in a price war, or bring out new parts with better performance. The very fact that he set it up as a CHOICE, tells you it is not about NGA pricing, for NGA parts are the second option, meaning the choice doesn't exist if price cuts are referring to NGA parts. The straightforward interpretation is the correct one: Either we cut prices (now), or we don't, and instead get competitive on performance (which we are doing). eracer is FOS.