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

To: Elmer Phud who wrote (147590)	1/12/2005 10:50:10 AM
From: TechieGuy-alt	Respond to of 275872

Make or break???? Record revenues, $2.1 Billion in Q4 profits, $7.5B for the year, record CPU shipments, record chipset shipments, record motherboard shipments, record wireless conectivity units shipped, EM64T Xeons are the fastest ramp in their history and according to BofA Intel probably gained market share from AMD in CPUs as well as Flash. Complete statement should have been written as: "Like I said earlier. This is a make or break time for Intel from a competitive positioning standpoint and seeing the industry move from a dominant INTC position to a dupoly position"- which cannot be good for all the things that you mentioned above. Once AMD starts looking like a winner, they become a winner and we all know what happens when margin, revenue, and profit equilization start to happen between AMD and INTC. TG

To: Elmer Phud who wrote (147590)	1/12/2005 9:28:44 PM
From: Petz	Read Replies (2) \| Respond to of 275872

BTW, something I never noticed before is that Intel's Centrino wireless chips are considered to be part of the ICG (Communications) group rather than IAG (microprocessors) group. That's important because it's extremely unlikely that Intel doesn't make big profits off of selling 10M wireless chips a quarter at prices above what the competition sells them. Another note is that this non-Flash Comm subdivision, which includes wireless chips in its portfolio, grew 5% quarter over quarter, while Flash revenues grew less than 1%. The loss in the ICG group narrowed from $250M to $196M, but this is illusory. The reason is that the unallocated loss of the "Other" group increased by $222M in the quarter. Surely some of these unallocated costs should be allocated to ICG, which is about 15% of Intel's revenues, and probably a larger proportion of Intel's personnel. The burgeoning revenue from wireless chips combined with comments about increasing Flash units vs. flat Flash revenues makes it very unlikely that it was the Flash Subgroup's profitability that improved in Q4. But lower Flash prices obviously hurt AMD more than Intel, so it was obviously a good strategy to cause more pain at your rival than you cause to yourself. Petz