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

To: DRBES who wrote (189537)3/13/2006 2:15:34 PM
From: Sarmad Y. HermizRead Replies (1) | Respond to of 275872
 
Obviously none of us has inside info. I sure don't. But it seems to me the anticipated price reduction is what prompted Intel's 11% reduction of revenue and 4-pt reduction in gross margin from q4-'05 to q1-'06.

re >> i believe that historically AMD has offered much deeper discounts to OEMs than intel has found necessary...this may have changed

I just find it impossible that Dell would accept to pay 50% higher prices than H-P. Or that H-P would accept paying Intel 50% higher price than they pay AMD.



To: DRBES who wrote (189537)3/13/2006 3:03:33 PM
From: Joe NYCRespond to of 275872
 
Darbes,

i believe that historically AMD has offered much deeper discounts to OEMs than intel has found necessary...this may have changed

Or, AMD sells greater percentage of the Sempron than Intel sells Cellerons.

Joe


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