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

To: Elmer Phud who wrote (136043)10/12/2004 10:14:55 PM
From: dougSF30Respond to of 275872
 
Actually, Intel's inventory of finished goods is going up. Only "in progress" material went down, reflecting reduced wafer starts. At the same time, AMD is increasing wafer starts, eating Intel CPG revenue and unit share. I suspect Intel hasn't shipped many EM64T systems at all. Remember that all the EM64T server boards are fubared until November, due to PCI problems.

Doug


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