Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 206.14

-4.1%

Nov 25 3:59 PM EST

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To: economaniack who wrote (184390)	1/19/2006 3:34:37 PM
From: combjelly	Read Replies (1) of 275872

"Similar targets for retail outlets could essentially force AMD products off the shelves at the end of a difficult quarter." This certainly models the behavior we have been witnessing. AMD would just disappear off the shelves for a few weeks for no apparent reason. Your speculation about HP is likely correct. Given the new CEO's background, I am pretty sure he hasn't been happy with a situation where Intel dictated his company's profitability and Dell's special status. This also goes a long way towards explaining why 65nm was pushed out for Fab36. They need to bring up Fab36 as soon as possible. 65nm was a risk, bringing it up on 90nm was much less of a risk. And they need to reassure HP that they could add capacity as they need it. As it was, things did get tight in Q4, but not too tight. So now Fab36 will be shipping in another month or so, and Chartered becomes available a couple of months after that. Hmmm....

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