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


To: FJB who wrote (227979)3/13/2007 1:21:28 AM
From: Sarmad Y. HermizRespond to of 275872
 
>> You'll get that back easy.

I think so too.

>> I am not sure about the appreciation you might be expecting though.

mid twenties.

>> Intel made a good move with letting everyone know about Q3 and quad-core plans.

This might be wishful thinking. But I think a large %-age of Intel core 2 parts must be in the top bins. So they have a lot of room to manage mix and revenue. I think Intel will use this flexibility to deprive AMD of revenue, even at the cost of reduced profit for Intel.