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

To: justaview who wrote (219530)	12/7/2006 9:01:42 PM
From: Elmer Phud	Read Replies (1) \| Respond to of 275872

justaview Intel is putting AMD's margins in a vise and squeezing them with the P4 from the low end and with the CMW from the high end. It's pretty obvious to me too.

To: justaview who wrote (219530)	12/7/2006 9:40:07 PM
From: Joe NYC	Read Replies (2) \| Respond to of 275872

Intel is putting AMD's margins in a vise and squeezing them with the P4 from the low end and with the CMW from the high end. It seems to me that Intel has been squeezing its own margins pretty hard just to keep market share sliding further... Kind of a self squeezing for self preservation all while AMD is capacity constrained. I wonder what will happen in Q1 when AMD is no longer capacity constrained... Joe

To: justaview who wrote (219530)	12/8/2006 10:56:33 AM
From: niceguy767	Read Replies (1) \| Respond to of 275872

Nobody wants P4's as evidenced by INTC's inability to reduce P4 inventory. AMD can't supply enough CPU's according to all too many sources in the past quarter or two. What we have here is INTC having utmost difficulty peddling its product, even with the 65nm opportunity. Now with AMD ramping 65nm, INTC's woes increase as AMD's production cost per CPU declines by some 30% to 40%. INTC will continue to lose Revshare in 2007...That's why the furious rush to 45nm as with both AMD and INTC at 65nm INTC continues to lose Revshare.