Advanced Micro Devices - Moderated (AMD) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 213.43

+6.2%

Dec 19 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: ptanner who wrote (118387)	4/6/2004 3:38:38 AM
From: TGPTNDR	of 275872

PT, Re: <I don't think Intel's cooking was inappropriate but I also don't imagine I understand it.> The 'Cooking' I refer to was only the declaration of 'Production Ready' for their .09 300MM process. (Something that happens all too often in the software process and has been known to lead to actual project failure.) It is a management prerogative but should be used wisely. I imagine you have similar things in your business, driving $ to production accounts based on theoretical availabillity. I was certainly not saying their accounting books were cooked, only that the decision leading to the accounting was incorrect. Cooked. Based more on hopes, desires, and year end evaluations, perhaps, than fact. Perhaps Iffy would have been a better term. Cooked does seem to have more negative baggage associated with it these days and I should have avoided the word... Unfortunately, that declaration may have ramifications for this (and future) earnings contest(s). If Intel has to take manufacturing charges for under utilization would these be 'unexpected' in terms of the contest? How about an equipment write off? (Highly unlikely.) I'd argue not, since Andy said underutilization charges are possible but with no number or likelyhood associated that I recall. That sort of thing is why I'd prefer a 'pull a number out of the hat' sort of contest. Purely what do you think the companies will make their number come out to as opposed to one where the guesses are based on company prior guidance and any deviation from from that line is excused.. Re: <Intel's .09 seems 'ok' to me but leaves a lot of room for improvement - like AMD's TBred A which you reference.> When was the last time you saw a shrink result in lower speed hotter chips? I'd suggest neither of these outcomes was planned by Intel and represent, to some degree at least, a failure in their process or design. In any case, we'll find out in about 7 days now. A contest entry will be in the mail one of these days soon. For any who might not know, I'm highly biased against Intel so what I say in these matters should be suspect -- at best. ;-) -tgp

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next