Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 210.77

-4.8%

3:59 PM EST

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To: eracer who wrote (202070)	6/14/2006 6:42:25 PM
From: niceguy767	Read Replies (1) of 275872

Hey eracer, Assuming INTC guidance for Q2 is around $8.3B, down $600M from Q1, one might assume that INTC cpus will drop by $400M from $6861M in Q1 to $6481M in Q2. Dunno how INTC, with its P4 giveaway program to be implemented in Q3 has any hope in hell of achieveing anywhere close to last year's $28,116M. In fact, even if Conroe lives up to its hype, I don't see how INTC's cpu revenue will come within $1B of last year's. If I've got it right, I'm thinking INTC sees red ink in Q2 and/or Q3 and/or Q4 if they continue with their ill-conceived panic price cuts! Just not a pretty sight over at INTC!

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