SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 215.00+0.7%Dec 22 3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: bobs10 who wrote (197171)5/16/2006 9:04:40 PM
From: PetzRead Replies (3) of 275872
 
Really, nothing has changed from yesterday. The extent of damage that Core 2 can do to AMD is dependent on the rate at which Intel can ramp it.

So let's check the total stock + orders of Core Duo chips from Reseller Mike's data, compared to Netburst 65nm and Netburst 90nm chips. Didn't see Celeron M's in his lists. All Celerons are ignored.

        CORE 65NM     PENTIUM M     NETBURST 65NM   NETBURST 90NM
DATE    STOCK ORDER   STOCK ORDER   STOCK ORDER     STOCK ORDER
05/15/06  694    45    1334    10   5513   3085     45316  -135
05/08/06  682    40    1381     0   4998   5480     45906     9
04/10/06  508   485    2455   325   7822   1960     48854  -622
Not completely sure what to make of this, except that everything is dwarfed by the inventory of Netburst 90nm chips and Yonah chips are still only 1/3 of the non-Celeron notebook chips, and don't seem to be rising.

Petz
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News