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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: Rink who wrote (135726)	10/11/2004 12:16:20 PM
From: g_w_north	Read Replies (1) \| Respond to of 275872

<Question: Intel added inventory. Is that likely to be both in processors and flash?> I don't see how it could not be buildup in both flash and processors. It's well-known Intel is trying to get back the market share that it lost last year and at any cost. Flash market share is more important to them than profitability right now as it affects their bottom-line much less than AMD's. It's also well-known that they have severe excess of CPU inventory and they are not going to sit by and write off all the 32-bit processors sitting on the shelves. Considering that Sempron is also 32-bit, it looks as if there will be a price war coming up. What's new?

To: Rink who wrote (135726)	10/11/2004 1:54:08 PM
From: Petz	Respond to of 275872

I think its safe to say that Intel vastly underperformed AMD in CPUs for the past quarter. I suspect they will say they had single digit units increase and slightly lower ASP. What I'm really interested in is the combination of ICG Group profit, ICG sales and flash sales. In Q2 these numbers were -126M, 587M and 1,271M. If we see an increase in Flash sales flat non-flash Comm sales, but the ICG loss does not decrease, then its clear that Intel's strategy is to cause temporary pain to AMD, rather than to make a profit. Petz