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

To: TimF who wrote (238292)	8/7/2007 12:13:45 PM
From: wbmw	Respond to of 275872

Re: Which is exactly why I said "or more reasonably in the time frame being discussed for AMD to have smaller losses" I think it's highly possible that AMD will have even greater losses. I'm just looking at the trends in the market place: Desktop: - Massive AMD price cuts in early July - Intel ramping Pentium 2000 and Celeron 400 series parts (for vastly improved competitiveness in sub-$100 market) - Rumors of even more AMD price cuts - New Intel Core 2 6x50 parts, yet nothing new or more competitive from AMD Mobile: - Nothing new from AMD except 2.3GHz sku (up from 2.2GHz) - Intel ramping more competitive Santa Rosa platform (with better IPC, lower power, higher frequency parts) - Intel new 2.6GHz Mobile Extreme Edition @ 44W TDP Server: - Clovertown price cuts, bringing quad core in line with dual core prices - Intel ramping more competitive and lower power G-stepping - Barcelona late in the quarter and only at 2.0GHz Seems like AMD will have a tough time in all segments this quarter. Seems like a weak argument to suggest that AMD could either sell greater volumes, or greater ASPs, than what they got in Q2, except for benefits from seasonality. I think the ATI division will get a nice kick (+ $50-100M), but CPG sales will not even reach seasonality. Losses should be close to $600M, just like last quarter, if not worse.