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

To: colin1497 who wrote (237488)	7/27/2007 6:40:27 PM
From: graphicsguru	Respond to of 275872

so we're talking about a $200 processor which means that your purchases above the $120 Intel ASP. If AMD continues to suffer and the performance gap increases, it seems likely that Intel's ASP could go up $10 to $20. That would double earnings.

To: colin1497 who wrote (237488)	7/27/2007 8:36:46 PM
From: Sarmad Y. Hermiz	Respond to of 275872

>> I don't think enough to drive the stock or I would own it. I bet that was also your view when INTC was under 17 a year ago ? You probably just don't like the stock or the company. >> I don't think there is enough of a product differentiation to matter for 99% of the people. That's correct, but not a saviour to AMD. The important part to remember is that inferior product cannot sell at same price as better product. Meaning company that makes inferior product (at equal cost) will not make profit. Meaning it will go out of business. Then there is a window for surviving company to make over-sized profits, until next challenger rises.