Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 217.59

+1.1%

Dec 3 3:59 PM EST

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To: dougSF30 who wrote (201673)	6/12/2006 12:38:29 PM
From: Joe NYC	Read Replies (1) of 275872

Doug, I'll take that as a "no". :) Despite the smiley, I decided to go ahead to do the work for you and find the relevnt quotes. As far as the "inventory reduction", there is none, there is a bubble going throught the fabs, that will need to be dumped: Briant: ...Some of the stuff in the line today is some of the older products that have to be there in case you have a product slip or something happens and you need to ship product. So there is some risk that in a transition, you build a bit of a bubble and you don’t need to ship that stuff. It’s a small risk. There are lots of places in this world you ship some product — essentially as good as most people’s in the world. So there’s, the task for us is to find places to put those. On Market share: Q: Chris Danely - JP Morgan A philosophical question, Paul. If you have the choice between sacrificing a little bit of margin but gaining back your market share, which choice would you take? A: Paul Otellini I would take the choice that keeps my factories the fullest. seekingalpha.com Other references: View Pic Intel Celeron D 310 Prescott $37.99 View Pic Intel Celeron D 315 Prescott $42.99 newegg.com View Pic Intel Pentium D 805 $118.99 View Pic Intel Xeon 5030 Dempsey $157.99 View Pic Intel Xeon 5030 Dempsey $157.99 View Pic Intel Pentium D 820 $170.99 View Pic Intel Pentium D 930 $186.99 newegg.com

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