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

To: niceguy767 who wrote (200308)	6/3/2006 7:27:15 PM
From: combjelly	Read Replies (1) \| Respond to of 275872

"I'm equally or more skeptical about the prospects for the INTC Conroe ramp" It doesn't really matter either way. Intel is screwed if the rumors about massive slashing of prices is true. Because if true, the OEMs aren't going to be happy unless Intel takes product back, provide rebates on what was bought or swap product out. AMD did their swap out in a Q1 and Q2 time period. I don't think Intel can put it off that long. Having to swap out P4 with NGA in Q3 and Q4 would have a major, major impact.

To: niceguy767 who wrote (200308)	6/4/2006 1:50:23 PM
From: TGPTNDR	Respond to of 275872

NG, Re: Oh, and let's not forget that HUGE $3.9B in goodwill that is looking much more bloated now that INTC is selling off assets...Kinda difficult to convince anyone to purchase goodwill these days.> LOL. That "Goodwill" is going to trade lower on the open market as INTC finds out that the stuff they're selling will, most likely, go for Under Book not including GoodWill. It sounds to me like there's going to be FABs full of obsolete equipment coming onto the market with that Goodwill. But even so it has to be better than the Death from a Thousand Cuts. -tgp