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

To: I_Banker who wrote (226707)	2/22/2007 8:01:08 PM
From: smooth2o	Respond to of 275872

I never said AMD would go BK: Message 23309650 Re: but unless CPU prices fall below the marginal cost of production for AMD ($25/chip?), they will continue to compete and the OEMs will continue to buy from them. That's simply not true. At that level you'd be counting AMD's existence in number of months cash burn. If Barcelona does not have good power and performance levels, one of which beats Intel for the next 1-2 years, their biz plan is toast whether Ruiz wants it or not. Smooth