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

To: dougSF30 who wrote (197994)	5/19/2006 5:07:00 PM
From: TechieGuy-alt	Respond to of 275872

But that's not forward-looking. That's just a recitation of what happened when one company (Intel in this case) fell significantly behind another in performance, and perf/W. And that is going to do a 180 starting in 1 month. No it's not (JMO of course). It's an "inflection point". There are some disruptive changes in the market that are non-linear events and not easily reversable. AMD gaining tier 1 status was one of them. It will cause a rebalancing of the x86 suppliers to: 1. More equal ASP's 2. More equal market share based on capacity/basic technology 3. More equal valuation based on #1 and #2 above. 4. Shifting of some of the total CPU profits to box makers- primarily at the expense of Intel ASP's (because they are more out of wack for the technology/performance they provide). If you can't see that, then too bad. We have made our bets. I've said enough on this subject to you for now. TG