Intel Corp (INTC)

[Snowrider2]

Here's another take on the AMD Upgrade.

http://www.thestreet.com/_yahoo/newsanalysis/techsemis/10305141.html?cm_ven=YAHOO&cm_cat=FREE&am...

According to Kalra, price pressure on AMD will be less severe in the second half of the year, with the company "willing to walk away from low margin business" and benefiting from a rapid shift toward dual-core processors.

This guy is really out of touch. He doesn't seem to understand that AMD cannot compete at the high end and mainstream tier 1 price segments. Core 2 has relegated AMD to the mainstream tier 2 and 3 segments and the low end segment. They can't afford to walk away from low margin business because they can't compete on high margin business. AMD is going to need all the volume they can get to keep their new factory full.

Snow