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


To: zdenekb_1999 who wrote (201975)6/13/2006 8:51:59 PM
From: Sarmad Y. HermizRead Replies (2) | Respond to of 275872
 
>> product is overhyped,

What evidence is there for that ?

>> and Intel is likely to underdeliver

ditto.

>> - unless they have done a lot of sampling for a long time.

It looks like they have.

>> I'd wager a guess that the main reason for all the hype was to hamper further AMD socket wins.

And what did AMD respond with ? Nothing. Hence the 40% drop in stock price.

>> The unknown factor might be: given that P4 really sucks, how unwilling were OEMs to continue building stoves instead of computers,

Willing enough to give it 80% market share for years.

>> Just a thought...

Does this thought lead to any forecast regarding AMD stock price ?



To: zdenekb_1999 who wrote (201975)6/14/2006 2:32:01 AM
From: RinkRespond to of 275872
 
zdenekb, Intel has sampled NGA heavily for the usual time.

Regards,

Rink