Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 231.94

+0.1%

Jan 20 3:59 PM EST

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To: Joe NYC who wrote (135754)	10/11/2004 1:56:26 PM
From: g_w_north	Read Replies (3) of 275872

<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.> I understand what you're saying but I don't think Intel is going to swallow (i.e. write off) over $500 million of inventory. They will find some way of unloading what they can. China perhaps? I wholeheartedly agree that AMD's products are much more attractive to many different people (including myself FWIW) but Intel still has branding and marketing power to leverage against AMD (although that has been slowly slipping the past couple years). The shift is more like an iceberg. AMD cannot manufacture it's way into huge profits until perhaps Fab. 36 comes online. The NAND news is just what I was hoping for. As well, I want to see notebooks, notebooks, notebooks!

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