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

To: Joe NYC who wrote (188638)	3/4/2006 2:25:07 PM
From: dougSF30	Read Replies (1) \| Respond to of 275872

Continuing server gains (a la Google) can also make the mix richer, improving ASPs. (As well as just shifting their entire offering distribution up in speed grades, while Intel sits around being uncompetitive.) AMD is on the record as far as shipping Fab36 parts this Q for revenue.

To: Joe NYC who wrote (188638)	3/4/2006 2:47:05 PM
From: brushwud	Read Replies (3) \| Respond to of 275872

Maybe on Monday from Hector. It is axiomatic that no material new information will be announced at his presentation. If there is anything new to announce, it would probably be before the market opening, as Intel did yesterday. Otherwise guidance should remain intact.

To: Joe NYC who wrote (188638)	3/5/2006 7:55:46 PM
From: Petz	Read Replies (3) \| Respond to of 275872

I assume that Fab 36 output has been sold for a couple weeks at least already. Or they are stockpiling for the Rev F intro coming shortly. Anyway, I think that most of the drop in Intel revenues is just lower prices, not lower volume, and market share loss is maybe only 2% this quarter. That, combined with a 5% seasonal drop in total CPU demand, would only require 5% more CPUs from AMD. A million CPUs from Fab36 would be enough, even if die sizes rise a bit because of dual core. Half a million if they don't, or if yield increases enough in Fab 30 to match the increase in die size. Petz