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

To: Dinesh who wrote (189690)	3/14/2006 8:09:46 AM
From: Sarmad Y. Hermiz	Read Replies (1) \| Respond to of 275872

>> What does your own data and analysis show, and why don't you share them here? In main-stream desk-top, my "analysis" is that in '05-q4 intel had a continuing shortage of chipsets. They sold a record number of processors - more than they expected (as did AMD), but Intel had a build-up of inventory. Apparently they have caught up in chipsets, and now they are having a clearance sale on processors. This doesn't mean price war. And since AMD is supply constrained anyway, it should not decrease AMD earnings for this quarter. The reason I repeat the price ratio question is that some people here keep posting the notion that Intel has to cut prices by 33% (some say 60%) to be at same level as AMD. I think that is an absurdity. As to why H-P sells equal systems at equal price ? I suppose that is the only way to attract customers. Regarding servers, obviously Intel misjudged demand for x-86 64-bit servers, and AMD was ready with superior product. Until Intel brings out better server chips, AMD will retain and increase share. I don't see how anyone can predict the extent of increase. My over-all conclusion is Intel looked bad this quarter. They might look bad in q2. But this trend will reverse, and also the trend of "AMD will take over the world" will also moderate. Maybe they'll both meet at a P/E of 20. Sarmad

To: Dinesh who wrote (189690)	3/14/2006 2:56:03 PM
From: Petz	Read Replies (1) \| Respond to of 275872

I think the price data show something very simple -- similarly priced AMD and Intel machines do not have the same performance -- the AMD machine is always better. Why does anyone think AMD is gaining market share if this were not true? Take a look at the PC World 10 best "POWER" PC's and 10 best "VALUE" PCs. These rankings are based on performance per dollar, and AMD has the best buy in both categories: Power: pcworld.com Value: pcworld.com AMD has the top 7 spots for POWER PC's and Intel the bottom 3. Of 10 VALUE PC's, AMD has #1, 2, 5, 6, 7 and 10. Intel has #3, 4, 8 and 9. Petz