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

To: Joe NYC who wrote (135754)	10/11/2004 1:18:33 PM
From: dougSF30	Respond to of 275872

Joe, based on Bryant's earlier statements, it's clear that most of the inventory (at least through the end of Q2) was from unexpectedly high yields (LOL!) of CPUs. Doug

To: Joe NYC who wrote (135754)	10/11/2004 1:56:26 PM
From: g_w_north	Read Replies (3) \| Respond to of 275872

<Let's think this through: Is an additional processor placed on the market for sale necessarily going to take a sale from AMD? If so, all Intel needs to do is to make extra 6 to 8M processors and AMD and AMD is out of business.> I understand what you're saying but I don't think Intel is going to swallow (i.e. write off) over $500 million of inventory. They will find some way of unloading what they can. China perhaps? I wholeheartedly agree that AMD's products are much more attractive to many different people (including myself FWIW) but Intel still has branding and marketing power to leverage against AMD (although that has been slowly slipping the past couple years). The shift is more like an iceberg. AMD cannot manufacture it's way into huge profits until perhaps Fab. 36 comes online. The NAND news is just what I was hoping for. As well, I want to see notebooks, notebooks, notebooks!