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

To: pgerassi who wrote (226587)	2/21/2007 5:22:31 PM
From: eracer	Respond to of 275872

Re: Intel is not slowing wafer starts yet. If they do, they will have under utilization charges which will drop earnings even more. Yes, Intel would never take under-utilization charges which would drop earnings. Oh wait, in their Q4 06 conference call they already said they did. Quite a hit on earnings, too. Net income was only $1.5 billion compared to an AMD net loss. seekingalpha.com I hate to make an inventory forecast out through the year. I would guess it would still come down a little bit, to be honest. I am in a situation now, we said we took about two points of under-load charges in the fourth quarter, which was more than we expected as the quarter began. We did cut back wafer starts in the 90-nanometer factories. I have under-load charges in the first quarter as well, again in the 90-nanometer factories.