Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 215.11

+0.1%

Dec 24 12:59 PM EST

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From: Elmer Phud	7/1/2005 12:00:16 AM
	Read Replies (10) of 275872

I've been thinking about things and trying to understand this lunatic act of desperation by AMD. What drives a company to such extremes? I believe it has a lot to do with 65nm and the new fab that will come on line next year. Additionally I think AMD has had a peak at Intel's roadmap. With the recent discloseures at a Japanese process convention it was brought out that Intel's 65nm process has higher drive strength and only half the leakage current of what IBM has described. This is huge but if that weren't enough, between AMD and IBM all they could show was a photo of a test chip!!! No working silicon, not ever a test chip! I don't think I need to remind readers that Intel showed systems running 65nm products last January. I won't go into detail but Intel has 65nm silicon for a number of other designs since then, some may have been mentioned publicly, some haven't. AMD is looking at how difficult it is for Opteron to gain market share now and looking forward they realize there is no way they can compete with Intel's roadmap. Apple would certainly have chosen AMD if they had a prayer of matching Intel's roadmap. If Intel subpenas AMD's yield records I believe there is a strong likelyhood they can easily demonstrate yield problems which means AMD has been supplying all the product they can make. How could Intel be preventing sales AMD was incapable of supplying? AMD is wide open to exposure on this one. While I am no accountant, AMD's 10K seems to show debt payments due in 2005 of $231M, 2006 $204M, 2007 $269M, and over $1.1B thereafter. This can be a real problem when you post losses quarter after quarter. If I am reading this wrong someone please correct me. Just my thoughts.

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