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

To: BUGGI-WO who wrote (201693)	6/12/2006 1:58:52 PM
From: dougSF30	Read Replies (1) \| Respond to of 275872

Actually, BUGGI, AMD stock has behaved much worse over the past couple months than Intel stock, as the latter already took a big hit in January. finance.yahoo.com

To: BUGGI-WO who wrote (201693)	6/12/2006 1:59:15 PM
From: Joe NYC	Read Replies (1) \| Respond to of 275872

Intel just broke $17.00

To: BUGGI-WO who wrote (201693)	6/12/2006 2:10:53 PM
From: eracer	Read Replies (1) \| Respond to of 275872

Re: I don't understand, in which direction you want to put me? You claimed AMD's prices were reasonable considering Conroe hasn't launched yet and would presumably be available in limited quantities for some time after launch. I was wondering at what point do you feel AMD will need to lower prices yet again, beyond any waterfall pricing associated with new parts, to not only compete with adequate Conroe volumes but to move increased volumes of AMD CPUs from FAB36 and Chartered as well. Or do you feel AMD is going to have more capacity than they need and will throttle back FAB36 ramping, FAB30 production and/or eliminate Chartered production. I really don't know, what you want to show here. We have stated a 1000 thousand times, that AMDs DC DIEs are BIG, TOO BIG!!! Its even worse with F-Steps I think you've said enough right there, and I agree. AMD needs 65-nm, yesterday. I would like to see Intel at 25$, so AMD would stay above 40$...so I'm not a big fan of LOW LOW Intel quotes. If Intel kept prices high AMD would have gained more market share and Intel would still have suffered to some degree, probably less in the short term but more in the long term. I'm afraid if Intel is healthy enough to move back to $25 it will be at AMD's expense and will drive AMD under $20.