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

To: niceguy767 who wrote (196779)	5/15/2006 11:40:32 AM
From: bobs10	Read Replies (3) \| Respond to of 275872

you... Methinks INTC is in for tough sledding for a very long while. me... I couldn't agree more. The board seems too filled with doom and gloom lately with all the emphasis on AMD's problems. From my point of view INTC still suffers from a $35 to $45 ASP deficit, has inferior products to AMD's, and is very much in danger of losing its' profitability. Has anyone considered what the haircut in revenues will be for INTC if the prices being floated are real? How long will INTC remain profitable with those ASPs given their current cost structure? How well will INTC survive the sort of massive restructuring that's going to be required to remain profitable? It seems like the board is way too involved in details and is missing the bigger picture. INTC's problems dwarf AMD's and the picture is unlikely to change much, in the short run, no matter how good NGA is. Anyone thinking differently should look at Newton's 1st law. Personally, I still remain unconvinced that INTC has a 65nm advantage. If INTC had any sort of pricing advantage I think we would have seen more evidence of it when INTC had both a 65nm and a 300mm process advantage. That cache that INTC is so liberal with comes at a cost in chip size and heating. The fact that were only seeing big price reductions now smacks of desperation by INTC, and tends to make me wonder why they're necessary if NGA really is the greatest thing since sliced bread. I certainly don't see how INTC's current cost structure can support the lower prices. In any case we haven't seen AMD's response yet so I think I'll just wait a little longer before I panic.