Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 256.12

+0.5%

Oct 31 9:30 AM EST

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To: economaniack who wrote (219943)	12/10/2006 7:46:07 PM
From: justaview	of 275872

The relative CPU production costs, even if projected correctly, are not a good predictor of future profits. The gross margins are dominated by product mix. Six months ago FX-62 was selling for $1200 with no competition. Few weeks later it was beaten in about 80% of the benchmarks by a $300 E6600. reviews.cnet.com The reversal in competitive advantage from AMD to Intel is massive and is happening across all CPU product lines at once. AMD was completely blindsided by it. I would say that they were caught with their pants down, trying to simultaneously seduce both ATI and Dell. AMD scored with both ladies but paid dearly for the pleasure. The hidden Dell costs (in margins, imprudent capacity expansion and channel market share losses) may yet to eclipse the ATI costs.

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