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

To: Joe NYC who wrote (190707)	3/24/2006 3:24:21 AM
From: Joe NYC	Read Replies (2) \| Respond to of 275872

Another bad rumor: Intel may scrap (or sell off) Itanium: From what we hear, there is a consortium of Japanese companies in negotiations to buy the line off Intel. Sanity issues aside, one has to wonder how much Intel will have to pay to get them to 'buy' this albatross. µ theinquirer.net Itanium was a nice drain of resources and a cause of confusion, while it was floundering. Intel will be stronger without this albatross. Will HP and SGI sue? It could be the last hope of the long suffering SGI shareholders. Joe

To: Joe NYC who wrote (190707)	3/24/2006 4:00:25 AM
From: BUGGI-WO	Read Replies (2) \| Respond to of 275872

@Joe - US retail " Besides, the retail situation (at least at CompUSA) has been reversed by 180 degrees, and is favoring Intel on desktop by a big ratio. " Lets say more ... I couldn't verify this here in germany, but tracking some Yahoo posts, which say the opposite. Would be glad to hear more comments from you. BTW: I said this already that I saw some big price drops in the channel at 3000+ to 3500+. Also some 3800+ had nice rabatts which already went gone. So the prices at the low- end are now again at the levels at which they reached their price-lows. I couldn't remember exactly, but I guess it was at the end of Q3-2005. Also - as noted - the Mid range Semprons came in lower, so expect the others (lower bins) go EOL, which I expected much much earlier but demand was huge. When you ask me and I assume here that your lines are correct, it has much to do with the latest Intel rabatts in the channel at DC and probably some nice deals at the low-end. So I could understand, if some OEMs go for cheap Intel-systems if they get really good prices. So my sentiment is, that AMD is now supply-wise in extremly good shape and that they compete again with price on some modells which have extremly high volumes. Think about a 3500+ which is still a good performer with a very good price. The X2 supply is/was good in the last time, but got again a little bit weaker. Its tough for me to come to final conclusions but its my sentiment that AMD is already short an some supply here so its plausible not to decrease the price. But after the april cut from Intel I don't see a possibilty that AMD could hold these (very high) prices. Either volumes are again on the short side, which I don't think or AMD has to go also down in price which isn't a bad thing, just because volume increases even more and the given price level is in extremly good shape - means prices are today way above the level, which we could expect in the near future. So the ASPs are great and the X2 margins should be very healthy, also when we have high pro- duction costs in mind. BTW: why do you seem to be sceptical about the coming Q1 data? BUGGI