Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: eracer who wrote (202252)	6/14/2006 7:40:23 PM
From: Joe NYC	Respond to of 275872

eracer, It is hard to see much in terms of gains (of revenues or profits) in the current pricing environment for either Intel or AMD. BTW, now that AMD cut prices of SC processors, AMD is back to top 4 of the top 5 processors at Newegg, so we go back to status quo, which is that it will be hard for Intel to make gains on AMD in SC area. AMD may have been a little late on the SC cuts, but still acceptable, since there were some cuts earlier. Anyway, there may be a new equilibrium now, but at much lower price level. AMD is still vulnerable in DC area to unit market share loss due to higher prices. Joe