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


To: Tenchusatsu who wrote (211115)9/18/2006 6:07:08 PM
From: muzosiRead Replies (1) | Respond to of 275872
 
but now the market now thinks AMD will respond with something equivalent or better

obviously you don't agree with this, no? care to explain why not?

before they go back into the red.

i take it you think this is a certainty?

but personally I still think this is Intel's game to lose

i'd be interested in reading your reasoning on this.



To: Tenchusatsu who wrote (211115)9/18/2006 6:29:31 PM
From: crazyoldmanRead Replies (1) | Respond to of 275872
 
Tench, You and the other AMD fans...

...Meanwhile, both Otellini and Ruiz are thinking several moves ahead in this game of chess. You and the other AMD fans are looking at the here and now, but personally I still think this is Intel's game to lose unless that stupid anti-trust lawsuit goes in AMD's favor.

I can't speak for others, but I would hardly characterize myself as a "fan" or a "looking at the now" investor. There are many here that have been expecting what we are witnessing right now for a long time. It started years ago.

I think the game has been lost...by Intel. Chalk that one up to arrogance.

Best of luck.

Kindest Regards,
CrazyMan



To: Tenchusatsu who wrote (211115)9/18/2006 6:44:25 PM
From: FJBRespond to of 275872
 
I don't think AMD had 26% of the server market last time they were in the red.



To: Tenchusatsu who wrote (211115)9/18/2006 7:53:00 PM
From: UpNDownRespond to of 275872
 
Tenchusatsu, on "Intel's game to lose"

I still think this is Intel's game to lose

Trouble is, Intel only stands to lose. The amount they can win is already factored into the stock price, largely. They'll never have monopoly pricing power again. The market has changed. Corporations and OEMs will never buy Intel again because "they're the only game in town." Intel will have to compete.