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

To: DRBES who wrote (207626)	8/4/2006 7:24:09 PM
From: Petz	Respond to of 275872

That was a very confusing article. crn.com They mistakenly think that Intel's inventory is the same as the inventory in the iSupply report. Petz

To: DRBES who wrote (207626)	8/4/2006 7:41:11 PM
From: niceguy767	Respond to of 275872

"CPU Surplus Swells On Intel Inventory Glut:" Nobody, but nobody wants P4 at anyy price. No doubt, INTC offered them gratis to Dell in a last-ditched effort to block Dell's move to AMD. Just no interest in P4 at any price it seems. Oh well, INTC can produce 1M CMW's in the next 10 weeks...given everything going according to plan (which hasn't been the case for at least 3 years) ;-) Sounds like worsening INTC financials in Q3 to me...perhaps eracer can explain how INTC avoids worsening financials in Q3 and Q4 given AMD's Dell and IBM wins! ('cause, unlike eracer and his vivid imagination, I just can't IMAGINE how INTC avoids worsening Q3 and Q4 financals and loss of significant Revshare.)