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

To: eracer who wrote (189627)	3/13/2006 8:47:55 PM
From: Joe NYC	Respond to of 275872

eracer, The first 65-nm Intel CPU launched December 30th, less than three months ago. While 65-nm CPUs still aren't in great supply yet it does appear Intel is trying to sell as many of them as they can produce. As the 65-nm ramp progresses I feel Intel has so much capacity that they don't have much choice but to preserve market share as best as they can and try to sell what they make. Talks of idled fabs, dumpstered CPUs and layoffs might raise more than a few eyebrows on Wall Street. "Low revenues -> layoff" that I understand I am still not following you on the rest. Intel does not report on fab utilization or dumpstered CPUs. They report revenues. I am not sure what Intel's capacity increase from 110% of market share to 125% of market share (more that total market of all CPUs) has to do with pricing. Joe

To: eracer who wrote (189627)	3/13/2006 9:41:33 PM
From: AK2004	Read Replies (2) \| Respond to of 275872

re: I feel Intel has so much capacity that they don't have much choice but to preserve market share as best as they can you can not be serious, LOL, extra 1%-3% of market share at the expense of 30% of revenue? -AK