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

To: eracer who wrote (189552)	3/13/2006 3:15:46 PM
From: AK2004	Read Replies (1) \| Respond to of 275872

re: In other words at least two-thirds of this quarter should have been uneffected by the recent price cuts. is not it the same as to say that over the last 2/3 of this quarter AMD was gaining market share. BTW AMD is increasing pricing on some of their products in response to Intel. In order for intel to hit when it hurts amd (retail) intel would have to pay to OEMs to use intel's chips. In servers and high end workstations few hundred dollars would not make any difference at all. Price war may hurt AMD somewhat but it would not be as painful if it would not be right after Intel's PR stunt with conroe. -AK

To: eracer who wrote (189552)	3/13/2006 7:25:41 PM
From: Joe NYC	Read Replies (2) \| Respond to of 275872

eracer, What is interesting about the Intel price cuts is that they supposedly happened within the past several days. Is it just a coincidence that this is the same time frame arrival of AMD Fab 36 parts on the market? It is possible that Intel was holding off aggressive price moves as long as AMD was capacity limited (INTC probably underestimated AMD's capacity, BTW), but Intel is not willing to lose any more market share, no more than one 200mm fab worth of output? Joe