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

To: Elmer Phud who wrote (165056)	7/13/2005 4:51:46 PM
From: KeithDust2000	Read Replies (2) \| Respond to of 275872

ephud, it looks like AMD didn´t post the loss you expected.

To: Elmer Phud who wrote (165056)	7/13/2005 4:52:08 PM
From: dougSF30	Respond to of 275872

Elmo, you forgot LOWER_PRICES again!

To: Elmer Phud who wrote (165056)	7/13/2005 5:02:07 PM
From: Petz	Read Replies (1) \| Respond to of 275872

<<It may well be that they sold most everything they could make, just at huge discounts because they couldn't place it with tier 1 oems. That would limit the potential claims a lot.>> <It would also explain canceled orders because why would an OEM go with a design that AMD couldn't supply in volume?> No, remember the millions of chips sold to South America, and, another time, Avnet, at ~$15 each? If AMD sold "everything they could make," how do you explain that production magically increased 10% every 4th quarter and decreased 25% every 2nd quarter? Also, in the decline from 2000 to 2002, AMD announced once or twice that they had too much inventory. Petz

To: Elmer Phud who wrote (165056)	7/13/2005 5:07:42 PM
From: economaniack	Read Replies (2) \| Respond to of 275872

Elmer, one way or the other I figure we will find out soon enough. I don't think AMD has been supply constrained any time since the 1999 K6 disaster. I suspect they have had periods when they could have doubled sales if the market was there. There have been lots of times when I dumped my shares because Jerry or Hector or Herb made some offhand comment about really tough competition in that voice that said that some major customer had suddenly cut off purchases. There may well have been times when they couldn't produce unlimited quantities of their most desirable products, or enough quantity to be able to replace an OEMs entire product line in the event of Intel retaliation, but that really isn't at issue. Your claims that AMD and its investors just assume that something is amiss because they don't get the sales they expect fly in the face of all the evidence we have at the moment. AMD is alleging many specific incidents where Intel leaned on OEMs. We know that they suddenly dropped AMD products. Intel is issuing non-denial denials , "we have a battallion of lawyers to make sure we don't violate the law" isn't the same as "Our CEO did not fly to Taiwan to personally intimidate Acer." It may be that as evidence develops the AMD claims are undercut, but on the public statements at the moment, AMD has a strong case built on specific allegations and Intel is blowing smoke.