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

To: b4dt4ste who wrote (245525)	1/5/2008 3:24:03 PM
From: Sarmad Y. Hermiz	Respond to of 275872

>> As I recall, Intel missed their earnings in Jan 2006 because of AMD. INTC tanked to Actually, the problem was not in the reported earnings. Intel blew out all records for a semi company in the January '06 report for q4 '05. The problem was AMD's seemingly unstoppable gaining of market share, along with hugely excessive Intel inventory of net-burst parts. >> this time INTC is in a much better position, which makes the recent sell-off seem irrational. That's what I think too. Next week we should get a lift from the consumer electronics show. It hould highlight Intel's better position compared to AMD.