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


To: j3pflynn who wrote (201117)6/8/2006 2:20:41 PM
From: dougSF30Respond to of 275872
 
Paul - No kidding, but the OEMs are aware of the views of most consumers.

Why bother when you can get AMD chips that have lower requirements for a hair more

The whole point is that it isn't "a hair more", until AMD slashes *their* prices to meet Intel's. And that spells trouble for AMD's Q2 guidance, and probably means Q3 guidance will be below estimates as well, although analysts are probably cutting #s at this point.



To: j3pflynn who wrote (201117)6/8/2006 2:21:34 PM
From: DRBESRespond to of 275872
 
GEEEEEE...does that mean that you might expect ASPs from AMD and intel to cross during the oncoming price war ? :))))