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

To: gzubeck who wrote (220009)	12/11/2006 1:09:36 PM
From: neolib	Respond to of 275872

Based on your thinking regarding Fusion products?? I'm pretty certain that Intel will continue their process domination over AMD at the 45nm node. Who knows at 32nm. What was shocking over the last few years was to watch Intel spend $billons on stock repurchase while trailing AMD in CPU performance. If that is not a fireable offense I don't know what is. It concerns me now that Intel might understand that investing their quarterly billions of earnings in design & production is a far wiser use of the money, even if the goal is to recharge stock options in the end. To me the key in 2007 is to see how the dynamics of industry acceptance of AMD plays out. This is way different from the situations we saw in the past. It just might be that Dell is finally glad to have a major second supplier, and HP and others want to keep that as well. One should note that the vast bulk of CPU's sold are at the lower end of performance, given the ASPs we see. The problem for AMD is when Intel finally finishes flushing P4 crap on the public, and C2D leaves AMD basically in only the lower slots. Although Dell & HP might be happy for a 2'nd source, Joe 6P has no reason to buy the 2'nd source product if the alternative is just as cheap and has better performance. Thursday should be interesting, and it might go either way on Friday for the stock. It seems pretty clear that AMD should have a dynamite quarter from a volume standpoint, but ASPs are another issue.