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

To: AK2004 who wrote (201371)	6/9/2006 12:34:54 PM
From: Petz	Read Replies (1) \| Respond to of 275872

Never thought of that. If AMD gets a 4% share bump to 25% in Q2, then a drop to 23% in Q3, it can be spun as an Intel victory. Nearly all of the Intel gain in Q3 would be cheap Netburst parts, but who looks at the detail? No, we'll hear something like -- "Intel, in the very first quarter of selling its new Core 2 architecture, reduced its competitors market share by 8%." I bet the rebate story is wrong. Instead Intel is drumming up pre-orders for Q3 sales of netburst stuff, which is why they are waiting until Q3 for the massive price cuts. Petz

To: AK2004 who wrote (201371)	6/10/2006 2:41:53 PM
From: firthoffourth	Read Replies (1) \| Respond to of 275872

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. So AMD's announcement to slash venice core pricing yesterday may pull those sales back into Q2. July is shaping up to be a very interesting month in the AMD vs INTC saga.