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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 253.73+1.6%Jan 22 3:59 PM EST
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To: dougSF30 who wrote (197401)5/17/2006 9:31:17 PM
From: firthoffourthRead Replies (1) of 275872
 
Then why is AMD not selling at capacity? Why was AMD so cautious with Q2 guidance?

First of all, Q2 is the weakest of the four and AMD is targeting a revenue number in line with their last reported 4th Q, so I'm not sure I consider that to be weak. Another thing to consider is perhaps they are using capacity from fab36 to ramp 65nm parts for a Q4 launch - I wouldn't be so quick to disregard the article Theo Valich wrote about significantly higher clocks in the back half of 2006 - apparently he knows a thing or two.

Regarding 65 watt Woodrest, that is certainly going to be a competitive part, keep in mind that the QC K8L will consume the same power as existing DC K8. QC Woodcrest will not; IIRC that part is not a true QC, but 2 DC chips glued together. If AMD can deliver K8L in Q1 the situation at Intel will not be getting better anytime soon. Both companies will have good cores, but AMD will have a vastly superior platform. Intel may enjoy an advantage on the mobile front (though K8L core and 65 nm will likely narrow the lead considerably), but AMD will own the server market. Given the choice, I would rather own the server market. Intel will still be saddled with a very bloated cost structure.
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