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

To: dougSF30 who wrote (201089)6/8/2006 12:52:21 PM
From: BUGGI-WORead Replies (1) | Respond to of 275872
 
@Doug - SC-DC Prices
"
Sempron price cuts will need to be even worse-- and they are ALL single core. :)
"

AMD is at 96-98$ ASP, Intel around 50$ higher on avérage. I'm
surprised that you could sleep so well with these massive
price cuts at Intel. 20-30$ lower ASPs and lower volume - I'm
not sure, why you are so happy with Intels move. Don't you
think that you should hold PUTs instead of Intel Calls?
*ggg*

BUGGI


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