Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 217.91

+0.9%

Dec 5 9:30 AM EST

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To: aleph0 who wrote (201956)	6/13/2006 7:46:48 PM
From: niceguy767	Read Replies (1) of 275872

So here's INTC's problem: In Q1/06, INTC's cpu revenues declined Y/Y by $620M to $6239M from Q1/05's $6861M. That compared to AMD's Q1/06 Y/Y increase in revenues by $550M to $1299M from Q1/05's 750M. No wonder INTC's in panic mode and resorted to Draconian P4 price cutting measures and deafening Conroe hype in effort to stem the accelerating erosion! What's more, INTC is looking at a further steep decline in cpu revenues in Q2, just how much is anyone's guess, but another $200M shouldn't be too surprising to anyone...and that might be overly conservative. So far, INTC has successfully diverted attention from the heavy Q2 financial bleeding, with all the Conroe "stop-gap" hyping, but I fear that not even the daily dose of deafening Conroe hyperbole by our thread trio will be able to mask the rapidly deteriorating INTC financials a month away. Somehow, I'm beginning to sense that INTC has painted itself into a corner by relying on ever-larger caches, and the corresponding larger wafer space, required to increase performance. If I'm right that AMD's next generation is half the size of INTC's huge cache Conroes and equal or better performance, then INTC can not only kiss its monopoly status goodbye but also find itself relegated to the lesser player in a duopoly.

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