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Re: I_banker post# 57726

Monday, 06/20/2005 5:43:32 PM

Monday, June 20, 2005 5:43:32 PM

Post# of 97586
Keith, wouldn't it be more informative to compare the latest Intel version to the latest AMD version of a given chip (i.e. Rev E for AMD). If you do this, the premiums shrink quite a bit.

As an AMD investor, I look forward to the day that AMD product is priced comparably to Intel product, relying on the merits of a given processor to sell, rather than price.



Why would that be more informative? Supply of rev. E parts appears to be constrained. AMD investors would be happier if the rev. E premiums actually went to AMD rather than the lucky few rev. E vendors who are inflating the prices and pocketing the premiums themselves.


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