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

To: dougSF30 who wrote (199225)	5/29/2006 8:26:24 AM
From: niceguy767	Read Replies (1) \| Respond to of 275872

Expansion plans announced today (thanks to alepho): biz.yahoo.com Now all that remains is an explanation of just why AMD feels the need for such aggressive expansion: amd.com Unreconciled as yet: Doug's blind faith acceptance of INTC's claims of Conroe runaway performance across the performance gradient...and...AMD's need for capacity enabling it to supply 50% of the world's needs. Hmmm! I wonder what the reconciling entries might be!

To: dougSF30 who wrote (199225)	5/29/2006 8:38:50 AM
From: niceguy767	Read Replies (1) \| Respond to of 275872

Oh no, say it isn't so! Yet another hit on INTC's margins: "Sources at Taiwan notebook makers suspect that by pricing the mainstream Merom chips in a similar range to the T2400 and T2500 Intel may cause higher inventories of Yonah-based dual-core models in the worldwide notebook market over the next three months, after which a significant price war to clear inventory may take place. From January 2006, when the dual-core Napa platform was launched, the average selling price (ASP) of Napa models has fallen from US$1,500 to US$700, the sources mentioned." digitimes.com Just not a pretty sight the goings on at INTC these days...Q2 has just got to be looking REAL UGLY at INTC!