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

To: eracer who wrote (207599)	8/4/2006 3:47:44 PM
From: j3pflynn	Respond to of 275872

eracer - Not necessarily, just better than what Intel offered.

To: eracer who wrote (207599)	8/4/2006 3:52:19 PM
From: AK2004	Read Replies (1) \| Respond to of 275872

re: "Giveaway" prices? that could be but I am not completely sure if it is worse than Intel's strategy that is accumulate inventory while loosing market share and then could not even give it away for free

To: eracer who wrote (207599)	8/4/2006 4:31:49 PM
From: niceguy767	Read Replies (1) \| Respond to of 275872

I doubt that any "giveaway prices" are necessary to compete with those offered by INTC. AMD could probably increase their pricing and it'd still seem like a bargain to Dell compared to prices paid for equivalent performance that INTC has been extracting from Dell. Nope, wishful thinking on your part once again eracer. Dell's decision to go with AMD has everything to do with the improved margins for Dell, even were AMD to increase prices, and everything to do with meeting customer demand for AMD product. Looks like AMD breaks the 20% Revshare mark by the end of the year, and depending just how "BIG" the rather "LARGE" Dell deal is for AMD, perhaps 25% Revshare by year end ;-)