Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 238.54

+2.9%

11:46 AM EST

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To: g_w_north who wrote (135725)	10/11/2004 1:16:57 PM
From: Joe NYC	Read Replies (2) of 275872

gw, As an AMD shareholder I would have thought the more important point to pick out of that paragraph would have been the fact that there is approximately $577 million worth of product in inventory. If anybody out there doesn't think that this is not going to impact AMD immensely then they need medical attention. I'm not saying who! ;) Let's think this through: Is an additional processor placed on the market for sale necessarily going to take a sale from AMD? If so, all Intel needs to do is to make extra 6 to 8M processors and AMD and AMD is out of business. Intel can undercut AMD, but how do you undercut only AMD and not your own higher priced CPUs? I don't know it is entirely clear cut. And another thing, what difference does it make if the CPU is in inventory or coming freshly out of the fab in this equation? A stale CPU from inventory actually limits choices of what Intel can do with them. What would make it very clearly bad for AMD is if a big portion of this inventory is in flash, and if Intel is determined to get rit of it quickly. Joe

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