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

To: economaniack who wrote (184390)	1/19/2006 3:30:10 PM
From: fastpathguru	Respond to of 275872

Didn't Intel say they failed to meet even their mid-Q update because "somebody failed to make an order at the end of the quarter"? (paraphrased) I could swear I read that somewhere. If you assume that Intel Inside was the tool they used to make good predictions, this would indeed indicate that the program is breaking down (or is gone altogether) and with it, the highly predictable "demand." fpg

To: economaniack who wrote (184390)	1/19/2006 3:34:37 PM
From: combjelly	Read Replies (1) \| Respond to of 275872

"Similar targets for retail outlets could essentially force AMD products off the shelves at the end of a difficult quarter." This certainly models the behavior we have been witnessing. AMD would just disappear off the shelves for a few weeks for no apparent reason. Your speculation about HP is likely correct. Given the new CEO's background, I am pretty sure he hasn't been happy with a situation where Intel dictated his company's profitability and Dell's special status. This also goes a long way towards explaining why 65nm was pushed out for Fab36. They need to bring up Fab36 as soon as possible. 65nm was a risk, bringing it up on 90nm was much less of a risk. And they need to reassure HP that they could add capacity as they need it. As it was, things did get tight in Q4, but not too tight. So now Fab36 will be shipping in another month or so, and Chartered becomes available a couple of months after that. Hmmm....

To: economaniack who wrote (184390)	1/19/2006 4:53:51 PM
From: hopeless_hacker	Respond to of 275872

Hello Economaniack, Your example of Intel's pricing structure and use of discounts and marginal pricing tactics against AMD is the best I've ever read. It will provide everybody a keen insight in how predatory pricing works (worked) in the Intel world, and why it is so special to see AMD seemingly break this program. Hats of to Hector and his team

To: economaniack who wrote (184390)	1/19/2006 5:20:54 PM
From: Joe NYC	Respond to of 275872

economaniac, Good post. DARBES said similar thing here, in fewer words: Message 22070078 Joe