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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 215.18-2.1%Dec 2 3:59 PM EST
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To: dougSF30 who wrote (201678)6/12/2006 1:14:44 PM
From: Joe NYCRead Replies (2) of 275872
 
Doug,

no references to 90nm NetBurst stuff there.

There were at least 4 90nm Netburst parts on those lists. The Celerons are heavily downbinned, so it does not matter if they are 90nm or 65nm.

And they also explicitly stated an intent to burn inventory this quarter.

I linked to direct comments saying that Intel is building a bubble, and is sacrificing margins to keep factories the fullest (= market share).

Joe
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