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


To: dougSF30 who wrote (201663)6/12/2006 11:26:09 AM
From: Joe NYCRead Replies (1) | Respond to of 275872
 
Doug,

do have any links to support this conviction? Or is this a faith-based thing?

Listen to Bryant and Otellini in the CC.

It is not an inventory reduction, but a frantic attempt to hold market share. At any cost.

The powers Intel has had in the post - the monopoly powers - are of limited use now, so Intel has to resort to price as the main weapon.

Well, maybe you can explain to me how to reconcile churning out processors at unabated pace, while at the same time claiming to be claiming to be in an inventory reduction mode.

Joe