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

To: dougSF30 who wrote (156166)	4/13/2005 8:51:20 PM
From: neolib	Read Replies (2) \| Respond to of 275872

AMD has NEVER been in such a strong position with its CPG business. I agree for most of 2005. Less sure about 2006. Intel has a pile of cash, and great motivation to end this situation. How effective they are at achieving that is the big question. Regarding fab 36, these things are almost ALWAYS late, not early. So I would guess that holds true here as well. I think H1 of 2006 must be carried by the existing fab, with Fab 36 kicking in well in H2. With Intel at 65nm for 9-months+ before AMD. Intels design problems somewhat leveling the field for AMD however.

To: dougSF30 who wrote (156166)	4/13/2005 9:18:58 PM
From: gzubeck	Respond to of 275872

Doug...not to mention that AMD will be able to sell to the embedded market their low power 64 bit cpu's(15 watts)...the doors going to swing wide open when AMD hits 65nm cause AMD's going to diversify their cpu offerings...;>)

To: dougSF30 who wrote (156166)	4/14/2005 3:54:46 AM
From: aleph0	Respond to of 275872

AMD should UP their CPU prices IMO - not much to ask ! I have contended this for a long time - and still stick by it. The reasoning for doing this is as follows : - AMD "must" get rid of this image as second player - Dealers/Resellers do not like downward price spirals - IMAGE is half the battle - AMD staying cheaper than Intel does not help their image - If AMD priced their products higher than Intel's, this is invaluable PR for AMD For starters: AMD should add an "average" of 20$ to every CPU sold - ranging from 5$ to 35$ - corresponding to product-range - giving 10$ to the reseller and retaining 10$ for profits. On the basis of say 750 mio. CPG revenue - I'm guessing that AMD shifted ca. 7.5 mio. CPUs for Q1 with ASPs at 100$. Another 10$ gives an extra profit of 75 mio$. I do NOT believe that AMD would put their unit-volumes at risk by raising prices slightly.