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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 219.83+1.1%Dec 1 3:59 PM EST
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To: kapkan4u who wrote (116877)3/10/2004 7:05:07 PM
From: Joe NYCRead Replies (2) of 275872
 
Kap,

For GAP reporting, isn't it up to Intel when to start depreciation charges on all of that CapEx for 90nm, 300mm? But those issues are secondary to having a competitive product that can command high ASPs.

Prescott troubles may not necessarily mean that much short term, but what may be a small negative change for Intel (revenue-wise) can be a huge positive change for AMD (revenue, percentage wise).

Endorsing AMD64 and not being able to deliver it is the absolutely best thing that could have happen to AMD. Let's see how long the non-delivery will last...

Joe
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