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

To: Magrathea who wrote (196633)	5/13/2006 3:46:48 PM
From: dougSF30	Read Replies (4) \| Respond to of 275872

Now would you please stop the needless parsing of words? If you don't like my discussion with Petz, just ignore it. All based on a limited set of Benchmarks of INTC's soon to be released chips compared to what AMD shipped at the start of the year, and very limited info from AMD about what is coming next. No, I'd say based on an ever-growing set of benchmarks, compared to what AMD has on its roadmap for H206 together with comments from Dirk himself that AM2/F will offer only a slight improvement over 939/E on some benchmarks at the last CC. If AMD is behind in Absolute Performance, then they'll have to be ahead in Performance/$ by lowering price It looks like Intel's low-end 2.13GHz Conroe ($239 @ launch) will be at performance parity with an X2 4800+ or 5000+. (4800+ currently $632 @ newegg). That's quite a price cut.

To: Magrathea who wrote (196633)	5/14/2006 6:37:22 PM
From: smooth2o	Read Replies (1) \| Respond to of 275872

Just can't accept the truth, huh? Believe it, Intel will be ahead in all of these categories starting in June and ending in Sept. Volumes will be there. It's AMD's biggest nightmare...and, you're right, profits will fallllll. Smooth

To: Magrathea who wrote (196633)	5/14/2006 7:29:09 PM
From: dougSF30	Read Replies (2) \| Respond to of 275872

Follow-up comment: You are safely on record predicting INTC will surpass AMD in the following categories when Conroe/Woodcrest ships: [...] INTC vs AMD Stock Price growth over the next 6-9 months. Actually, that one is not my prediction, although I suspect it will be true. I moved out of my AMD positions, but I bought 2008 Intel leap calls, not 2007.

To: Magrathea who wrote (196633)	5/14/2006 8:13:20 PM
From: grimes	Read Replies (1) \| Respond to of 275872

Magrathea re: "...they'll have to be ahead in Performance/$ by lowering price, just like old days. Profitablilty will suffer horribly, of course...". It doesn't necessarily follow that lower prices will cause profitability to suffer. Consider WalMart who sells everything for less than just about anyone else and makes (ever increasing) boatloads of money. Honda sells cars for less than Rolls Royce - which company would you rather own? Suppose AMD's ASP drops to $ 75 vs $150 for Intel. If AMD sells 100 million chips per year - possible it seems to me with their current structure - they will have revenue of $7.5 billion and be making serious profits. As long as they don't have gaping holes in their product line for Intel to beat on who cares if Intel has a performance bracket at the top. Return on assets and return on equity is what should matter to shareholders - by these measures I predict Intel will not come close to AMD anytime soon.