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

To: Petz who wrote (197189)	5/16/2006 9:21:24 PM
From: bobs10	Respond to of 275872

you... 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. me... Yeah, and that doesn't even take in to account the pricing problems. How is INTC going to get rid of all that P4 junk if they price the new stuff competitively? I could be wrong (something dougie never is), but I suspect there will be a fairly gradual transition despite protestations to the contrary. Either that or INTC is going to have to eat a lot of chips and that won't go down well. We still know next to nothing about how well these NGA things can be manufactured.

To: Petz who wrote (197189)	5/16/2006 9:32:17 PM
From: combjelly	Respond to of 275872

"except that everything is dwarfed by the inventory of Netburst 90nm chips" Remember the talk about Intel stuffing the channel? This is what it looks like. Being a distributor, they have the right of return. Which, it looks like they will have to...