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: rzborusa who wrote (226223)	2/17/2007 3:40:48 PM
From: Frank13	Read Replies (1) \| Respond to of 275872

I have nothing against market share. It's the "at any costs" part that I don't like. I don't see the price war ending any time soon. Hector said the pricing environment would be more favorable after the introduction of Barcelona. I don't think we will see an accommodating Intel in the second half of this year. I think Intel will be aggressive as AMD is tight on cash flow right now. Some think that Barcelona will save AMD. AMD stated that the financial effect of the new core would be felt starting at Q4. That leaves us with 3 difficult quarters where AMD trails Intel in terms of performance. Do you think gross margin will improve? Do you think AMD will need cash ASAP?