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

To: eracer who wrote (210834)	9/13/2006 3:43:22 PM
From: zdenekb_1999	Read Replies (2) \| Respond to of 275872

Re: "I believe AMD is competing primarily with Pentium and Celeron now on the desktop, rather than Conroe, and are doing so on price and value." You might have a point here. Most of the market is presently Pentium/Celeron territory, and this is where Intel has nothing but price to fight back. Things will surely change as they ramp CMW but it will need quite some time until it penetrates the low end. Looks like AMD have earned their free lunch for the next couple of quarters - even though there is no such thing. Next year will be quite interesting (especially regarding if/how much AMD can improve performance by Q1 or Q2). Do I sense a slight change of sentiment on your side recently?! Regards Zdenek