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

To: Elmer Phud who wrote (207732)	8/6/2006 1:01:41 AM
From: mas_	Read Replies (1) \| Respond to of 275872

the price war takes mainstream product to much lower ASPs, Fab36 depreciation kicks in on low volume. Most would consider low asps a spur to extra volume not less. Intel started this price war armed mainly with the P4, a not too wise move IMO. X2s now at only $150 should help AMD clean up in Q3 and Intel's greater ramp in Q4 may only bring AMD back to Q2 levels considering the Dell boost that quarter. Q1 or Q207 might be a better bet for you if you are expecting AMD going in the red but even that is not certain. The game you knew and loved really has changed, probably forever, since you last played it ;-).

To: Elmer Phud who wrote (207732)	8/6/2006 9:16:35 AM
From: combjelly	Respond to of 275872

"Tulsa captures the high ground in 4-way and above." Tulsa? Unlikely. To be charitable. "AMD loses 2-4 way to WoodCrest in single and dual sockets so ASPs go south." I don't think that Woodcrest is going to be competitive with 4 socket servers across the board. That isn't rational. "The price war takes mainstream product to much lower ASPs," Maybe. But Intel will be in the red if prices go that low. "Fab36 depreciation kicks in on low volume." It already has. That was Q1. So is depreciation going to go up? "Most remaining cash gone to ATI plus shares diluted. " Their acquisition plan will have to go very wrong for this to happen. It's your money. But your predictions are flawed.

To: Elmer Phud who wrote (207732)	8/6/2006 9:23:17 AM
From: paarl99	Respond to of 275872

AMD output will surprise..wasn't FAB 30 producing at 150% of capacity?? Paarl

To: Elmer Phud who wrote (207732)	8/7/2006 8:07:55 PM
From: inex	Read Replies (1) \| Respond to of 275872

Ephud, Tulsa captures the high ground in 4-way and above. I'm curious as to how you see Tulsa taking 4-way and above??? Do you think the 16MB of shared L3 will give the P4 architecture that type of boost? And, if so, do you foresee IT departments willing to suck up the 150W power consumption??? Certainly Tulsa would fall to the Opteron in a performance/Watt benchmark... Was Intel so sure that Itanium would be successful that it was unable to develop a Xeon MP based on Woodcrest in time??? Please forgive any ignorance I may be showing... Scott