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

To: Petz who wrote (200563)	6/6/2006 3:13:28 AM
From: brushwud	Read Replies (1) \| Respond to of 275872

BTW, when you said, "The longer this drags out, the better for AMD" -- what did you mean? That it would be better for AMD if Intel did NOT write off inventory and just continued to try and sell it? But even if they write it off, they will actually still try and sell it, no? Right, one way or another, they will sell it. Getting inventory down is an issue for them, but I don't see it as the biggest potential source of a writeoff. What I meant is that Intel is in chaos. They hired 3,400 just last Q and now an even bigger layoff is rumored. They're all living in fear and selling out their colleagues to save themselves, but the current management that got them in this fix will remain intact. It would be best for Intel to do the layoff and write off everything they can in one Q to put all this behind them. To the extent that they avoid or delay biting the bullet, it's great for AMD and lousy for Intel employees and investors.