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

To: pgerassi who wrote (219689)	12/8/2006 3:15:47 PM
From: dougSF30	Respond to of 275872

But in Q1 and Q2, P4s lose even more ASP, more than offsetting the gains from C2D increases. That is just fantastically wishful thinking.

To: pgerassi who wrote (219689)	12/8/2006 7:55:40 PM
From: cruzbay	Respond to of 275872

Pete: "The only reason I can see for the slow C2D ramp is that even now, Intel can make more revenue per wafer with P4s than C2Ds. They need this time to get better at making C2Ds than they are at making P4s. As their C2D yields go up, they will make fewer P4s and CDs. Given the large amount of CD and P4 in inventory, when the revenue per wafer of C2D is higher than P4 or CD, they will switch over quickly. The longer that takes, the worse it will be for Intel. And that is before Fusion or Bulldozer." Seems the only plausible conclusion to me.