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

To: Cravey who wrote (200828)	6/7/2006 10:16:04 AM
From: Sarmad Y. Hermiz	Read Replies (1) \| Respond to of 275872

>> think you are confusing price with cost. If at time 0, cost was 4 and price was 10, gross margin is 60%. At time 1, cost is 2.4, and price is 6. gross margin is (6 - 2.4) / 6 = (3.6 / 6) = 60%. Maybe I'm doing the calculation wrong, but it looks like gross margin is maintained. Total profit will be maintained only if total revenue is same after price reduction as before. That implies large increase in units.

To: Cravey who wrote (200828)	6/7/2006 10:41:45 AM
From: Rink	Read Replies (1) \| Respond to of 275872

re: Intel getting hammered this morning. Not sure what is really new out there. I don't know; here's an attempt to put some thoughts on the table related to a much more generic change in thinking regarding Intel's prospects. The fact that Intel is reviewing all previous investments that were aimed at diversification may confirm once more that Intel isn't a long term growth stock anymore. Also I think XSCALE prospects are lowered by the street. After review and selling some parts of its loss making businesses I think Intel will focus on regaining market share in its main business, rather than going for another attempt at diversification. In other words the street might have come to realize slightly more clearly that compared to a year ago all prospects of Intel having a chance to become something of a growth stock again might have vaporized (??). Intel ceasing to be a long term growth stock is balanced against the nicer prospects of NGA. NGA should have some overruling possitive effect in H1 '07 at the latest. Regards, Rink

To: Cravey who wrote (200828)	6/7/2006 11:16:55 AM
From: AK2004	Read Replies (2) \| Respond to of 275872

re: Not sure what is really new out there. there are huge blocks are traded on the way down and the following might do it: Advanced Micro Devices-AMD could launch Dell desktops earlier-N 2006-06-07 08:31 (New York) Advanced Micro Devices-AMD could launch Dell desktops earlier-Neutral@FBCO Checks in the supply chain have implied an increasing possibility that Dell (DELL) could launch AMD based desktop PC's by early fourth quarter, earlier than Credit Suisse's expectations of a ramp in mid-2007. The firm believes this could cost Intel (INTC) $600M in revenues and at least 5c in eps. Credit Suisse would build positions in AMD on any further share weakness during the second half of 2006. For the latest breaking news, listen to <a href='http://www.theflyonthewall.com/audio.php' target='new'>Fly Radio</a> ----------------------------------------------------------- Theflyonthewall.com's {TFOW<GO>} Live News Feed contains comprehensive equity news from Wall Street trading desks. TheFly concentrates on breaking trading calls, analyst recommendations, rumors, meetings, syndicate, and more. As a result, TheFly complements general news wires and services. You may be receiving a SMALL portion of our information as part of a promotion, trial or subscription. If you would like a free 30 day trail to our Live News Feed, please contact sales@theflyonthewall.com and provide your UUID number by typing SSID<go>. If you decide to sign up, the cost is $25.00 a month, billed directly to your account. To see all of the Fly's offerings, go to www.theflyonthewall.com In order to entitle TheFLY for News Searches, please do the following from your primary screen: Type: NRC <go> then click on the "SEARCH BY" button, then click on "WIRE NAME." Type: {FLY <GO>} and make sure the box is UNCHECKED in order to enable. For Legal Disclaimer type {TFOW<GO>}. Provider ID: 00629436 -0- Jun/07/2006 12:31 GMT