Replies to post #76671 on Advanced Micro Devices Inc (AMD)

[mas]

analyst summary

http://notablecalls.blogspot.com/2006/10/color-on-quarter-amd-nyseamd.html

I don't think the analysts are looking at this the right way really, AMD's production ramp will allow it to swap volume for asp and is a plus not a negative. It was always going to be hard trench warfare once Intel decided on a price war but AMD is now well placed with Dell on board to play that game and the battle will be about who can make the highest volume parts more cheaply.