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

To: colin1497 who wrote (201484)	6/10/2006 6:36:14 AM
From: Sarmad Y. Hermiz	Read Replies (1) \| Respond to of 275872

>> but they can't convert the entire infrastructure overnight so they have to make the chips people can use, even though they have to sell them at a "loss." << How about I'll stick to my expectation that the 90nm chips that Intel will heavily discount, will be discontinued shortly after launch of Conroe. Their freed-up capacity will be used to make chipsets. As to >> The big debate, at least in my mind, is how bad will AMD be hurt? To my mind, I expect their profit increase trend will stall for a year.