Intel Corp (INTC)

[alan81]

I think AMD price hinges on COGs for Q3. I believe the revenue will come in close to the expected $1.3B number, but I think COGs could come in higher than many are expecting. AMD has been ramping fab 36, and that costs money. I believe fab 30 is still running full out, hence COGs is going to be higher... the only question is how much higher.
--Alan