be very good. As to profit margin they have also
said gross profit margins better. these are bullish
Of course yu could get sell off after further
rally---but pump and dump on intel--dont be a total jerk. Amd
keeps losing money. amd is full of shit like jerry
sanders. that is the track record. you can bet it will
continue. as to nsm they are practically out of business on
the chips--since they are losing so much money.
the possibility exists that intel will report
earnings of a buck a share for the third quarter. the 72
cent 2nd quarter was after charges. without chargeoff
they earned 91 cents.
why not own both.?? this
is not football or baseball that you root for one
being built. Guess those with capacity are going
to be sitting pretty.
It is only a rumor--but
quoted as from reliable sources--and the no comments
from the cos. on the rumor was almost a confirmation.
They were looking for a minority investment position.
another co. was also investing--but it slips my
this should be an interesting week or two. dow is
terrible laggard. financials in trouble. Now the amount
borrowed is reported to be 125 billion. which means they
dont bloody know. which means it is worse than
I'm not completely sure that I agree with you. If
you look at other markets, the leader always commands
some sort of premium for their products and their
name. e.g. Sony in televisions and monitors for their
Trinitron tubes, Mercedes and BMW in luxury cars, brand
name drugs versus generic brands. The discount margin
may decrease but I don't think it will decrease to
much less than 10 or 15%. Remember that AMD is
building up its image as a low cost alternative to Intel.
AMD's chips may not necessarily be inferior to Intel's
but there are always negative quality connotations
about low cost alternatives. Consumers usually ask
themselves why this company is able to charge so little
rather than if the better brand is gouging them? Where
are they making short cuts? What's wrong with this
The other concern has to be what
will happen to AMD's market share when it starts
setting prices closer to Intel's. You may well see a
shift back to Intel products if the margin becomes too