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

To: woggut who wrote (193620)	4/13/2006 3:30:29 PM
From: pgerassi	Read Replies (1) \| Respond to of 275872

Dear Woggut: Intel would have to pay some one to buy their money losing flash division. That pay could be in the form of a 65nm 300mm fab though. They would also have to pay money for someone to take their chipset division and their old wireless division (sans notebook CPUs) and then there is that huge money loser, Other. It would likely take the rest of their fabs to pay for someone to take that away. Or they could close it. But the natural thing would be that everyone would see that divisions costs essentially transferred to the CPU division. Then their cash cow would turn into a pumpkin. These other divisions exist simply to give Intel a credible excuse for bad quarters. Problem is that like a breakwater, each excuse wears out that credibility till it doesn't work anymore. Not enough chipsets is a oxymoron. This same company threw together a dual chip CPU in a few months. The chipset card should have been solved in a couple of months. Chipsets take less than 8 weeks to go from wafer start to packaged product. What they really mean is that demand is missing for their CPUs and they don't want to say it out loud. Too many of their options would expire worthless. Pete