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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 233.54-1.8%Nov 7 9:30 AM EST
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To: justaview who wrote (219530)12/8/2006 10:56:33 AM
From: niceguy767Read Replies (1) of 275872
 
Nobody wants P4's as evidenced by INTC's inability to reduce P4 inventory.

AMD can't supply enough CPU's according to all too many sources in the past quarter or two.

What we have here is INTC having utmost difficulty peddling its product, even with the 65nm opportunity.

Now with AMD ramping 65nm, INTC's woes increase as AMD's production cost per CPU declines by some 30% to 40%.

INTC will continue to lose Revshare in 2007...That's why the furious rush to 45nm as with both AMD and INTC at 65nm INTC continues to lose Revshare.
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