Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: eracer who wrote (201363)	6/9/2006 11:53:00 AM
From: AK2004	Read Replies (2) \| Respond to of 275872

would not encourage intel buyers to wait for q3? Intel may slow the overall chip purchases in this quarter but market share ratio would swing AMD's way. And I think I finally figured out intel's strategy. They are going to shift the demand and purchases of Intel chips toward q3 at the expense of q2. Even if AMD would increase the unit shipments in q3 Intel hopes that borrowed sales from q2 would be enough to offset AMD's gains in q3 so intel can claim market share increase and victory and bonuses for intel management. Of course intel shareholders would eventually pay for that but I do not think that ottellini cares for shareholders....

To: eracer who wrote (201363)	6/9/2006 12:25:11 PM
From: Petz	Read Replies (1) \| Respond to of 275872

There is some expectation in the market that Intel will take back share in Q2, not later. Read the headlines: Intel says set to cut prices more quickly at Reuters (Thu 6:11pm) Intel May Be Making Comeback At AMD's Expense at Forbes.com (Thu 10:08am) - PRESENT TENSE At least one story reported that OEMs will get rebates. Besides that the July cuts (available now, effectively) are the 2nd wave. The first wave, especially cutting DC prices, was in April. AMD barely responded to the first wave, so if Intel fails to gain market share in Q2, the price cut strategy will be shown to be a complete failure. AMD market share in Q1 was flat. If Intel cut prices more in Q2 than AMD, shouldn't they expect to gain share? Petz