Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 243.98

+4.5%

Nov 10 3:59 PM EST

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To: NicoV who wrote (218142)	11/30/2006 3:12:19 PM
From: bobs10	Read Replies (1) of 275872

you: 2008 will not be about Intel's new core microarchitecture, it'll be about AMD's Fusion project, a product built to excel in a commodity market. me: Finally, something worth the reading. Expresses my thoughts perfectly. Of the two perhaps the commodity market idea is the most important as hardware is getting light years ahead of software once again. But, I do agree that other things besides speed, including fusion, are going to be more important than just speed alone. Probably some things we haven't even thought about yet. I'm constantly amazed at how the biases of some of the "VOLUME" posters eliminate all discussions of anything outside of their particular interests. I can't tell you the number of times I've looked at a group of data and made a decision only later to find out that the data was a subset of a larger set and my view of things was incomplete. All this constant harping on speed design issues at the exclusion of everything else that happens within AMD/INTC is myopic at best. What I would like is more discussion about how well INTC's high cost, high volume, high ASP model is going to work as the volume part of the equation is reduced. That model worked very well when INTC was a monopoly, but it seems wholly out of step with the way the markets are now going to commodity products. Certainly INTC has to do a lot more in the cost area given that the days of milking the business and consumer desktop market are fast disappearing. In that vein I'm particularly interested in what effect CMW will have on GMs and EPS this q. Will INTC reduce inventories this q and will CMW be enough to reverse the effects on INTC GMs from those reductions? All kinds of other questions besides the speeds of chips need answering to get a true picture of the health of the companies.

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