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

To: j3pflynn who wrote (197154)5/16/2006 6:41:13 PM
From: zdenekb_1999Read Replies (1) | Respond to of 275872
 
striking at INTC marketing would make sense. Excellent timing - analysts seem to be running scared right now amidst all the pent-up tension regarding Cointreau(Ross et al. vs. S&P, performance crown vs. average performance/ASP).

I particularly liked the guy accusing AMD for not slashing prices. Bad dog! ;-)

Well, they slashed in 2001, and things went down the drain. Different situation then.

There seems to be a lot of momentum building up, key issues being HT and the good old coprocessors. No idea which one is more important (gut feeling: plug-in stuff for graphics, Java, XML or the like could be a real killer).

Just my 2 cents...

BTW, I'm failing to understand why this Ross guy is complaining about Q1 inventories?! Just another case of MCD?



To: j3pflynn who wrote (197154)5/16/2006 7:38:10 PM
From: dougSF30Read Replies (1) | Respond to of 275872
 
My opinion is that they would not have got lost in it, they would've been a part of each story, if they'd also been talking about their next generation at IDF time. And, being a 2007 part, they would've had far fewer worries about any Osbourne impact. Anyhow, water under the bridge now.


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