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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 206.14-4.1%3:59 PM EST
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To: Joe NYC who wrote (189619)3/13/2006 8:28:43 PM
From: eracerRead Replies (3) of 275872
 
Re: Sorry, I disagree (strongly) with price cuts based on capacity and/or 65nm yields. Intel is not capacity limited, and they already have an inventory overhang. Intel has never set prices based on maximising their utilization. Intel's prices are based on maximizing revenues - or maybe minimizing market share loss.

The first 65-nm Intel CPU launched December 30th, less than three months ago. While 65-nm CPUs still aren't in great supply yet it does appear Intel is trying to sell as many of them as they can produce. As the 65-nm ramp progresses I feel Intel has so much capacity that they don't have much choice but to preserve market share as best as they can and try to sell what they make. Talks of idled fabs, dumpstered CPUs and layoffs might raise more than a few eyebrows on Wall Street.
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