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


To: AK2004 who wrote (200792)6/7/2006 6:53:06 AM
From: Sarmad Y. HermizRead Replies (1) | Respond to of 275872
 
AK,

>> while more "patriotic" intel "investors" are hoping that few thousands of conroes would make up for the lost revenue.

Agree. What we don't know:

1- Are these price cuts merely bringing down published prices to the level actual prices that were in effect already ?

2- Already reflected in Intel's estimate of q2 revenue and gross margin ?

3- On 90 nm products that being replaced by 65 nm counterparts (D8xx -> D9xx), and the new price is profitable for the 65 nm units.

Three weeks left in the warning window. I think a well-versed outsider can know the answers to the above. Unfortunately, I am not.

Sarmad