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

To: bobs10 who wrote (197171)5/16/2006 7:50:00 PM
From: eracerRead Replies (1) | Respond to of 275872
 
Re: One thing that hasn't changed though is all the problems INTC still has. Nothing has changed there except it now looks like the K8L will allow AMD to reinvigorate its' top dog status next year.

Another thing that hasn't changed is that AMD will be fighting NGA without K8L for almost a year.

A little perspective would be helpful. It might help if the board was a little less detail oriented and a little more concerned with the big picture. Too many posters with the vision of Mr. Magoo.

The reason that the K8L news is interesting is precisely because it has some details. We already knew K8L existed and was supposed to be fast. If AMD had just made a few vague remarks about higher performance or regaining performance/watt leadership it would not have been very interesting at all.



To: bobs10 who wrote (197171)5/16/2006 9:04:40 PM
From: PetzRead Replies (3) | Respond to of 275872
 
Really, nothing has changed from yesterday. The extent of damage that Core 2 can do to AMD is dependent on the rate at which Intel can ramp it.

So let's check the total stock + orders of Core Duo chips from Reseller Mike's data, compared to Netburst 65nm and Netburst 90nm chips. Didn't see Celeron M's in his lists. All Celerons are ignored.

        CORE 65NM     PENTIUM M     NETBURST 65NM   NETBURST 90NM
DATE    STOCK ORDER   STOCK ORDER   STOCK ORDER     STOCK ORDER
05/15/06  694    45    1334    10   5513   3085     45316  -135
05/08/06  682    40    1381     0   4998   5480     45906     9
04/10/06  508   485    2455   325   7822   1960     48854  -622
Not completely sure what to make of this, except that everything is dwarfed by the inventory of Netburst 90nm chips and Yonah chips are still only 1/3 of the non-Celeron notebook chips, and don't seem to be rising.

Petz


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