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

To: Rink who wrote (157027)	4/20/2005 10:46:31 AM
From: Elmer Phud	Read Replies (1) \| Respond to of 275872

ixse Intel increased ramping speed of 65nm. Also additional capacity is said to be necessary after "a prolonged period of capacity tightness" (p4). Also: "We continue to see signs that Intel's tier 2 and tier 3 customers are experiencing tight supply conditions of Alviso chipsets and notebook processors". Elmer, I'm absolutely sure you will conclude from this that yields must have been absolutely wonderful ;-). Nice try but Alviso isn't on the same process as the Processors and thus isn't in the same Fabs. Keep trying though. I for one remain as dumb as to think that it's absolutely stunning that with all those massive 300mm fabs Intel is still capacity constrained, and that with Intel's Smithfield taking more die space Intel is not planning, i.e. not seeing any opportunities, for gaining market share THIS YEAR. Intel has another 300mm Fab coming on line pretty soon. That still leaves questions about chipset capacity. Regarding flash, as Pete pointed out, Intel rev declined Q/Q might now be in line with AMD's decline roughly speaking, which if true means Intel has not gained meaningful additional flash market share in Q1. Would like to see some more hard information about this though... They were up 39% YoY but I'm sure people here will still claim it proves a loss in Flash, data or no data.

To: Rink who wrote (157027)	4/20/2005 11:35:21 AM
From: NITT	Read Replies (1) \| Respond to of 275872

re"Also Intel raised gross margin for cpu products for 2005. This means AMD will not find much price pressure from Intel this year. My conclusion is AMD cpu rev will do rather well this year." This may or may not be good news for AMD. Margin upside in the short term for Intel is generally driven by volume and ASP. If Intel believes one or both are rising in 2nd half of the year, then that may not be good news for AMD. On the other hand, if the entire market is growing faster than Intel estimated at the start of the year, then AMD could benefit from "all boats rising". We'll have to wait and see.