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

To: Petz who wrote (243105)	10/31/2007 2:56:33 PM
From: Sarmad Y. Hermiz	Read Replies (1) \| Respond to of 275872

>> I think it's both, which is good for Intel and even better for AMD. I suspect Intel gambled a bit on its forecast for yields of the initial 45nm production. Your suspicion would be a possibility if there were any 45 nm production slated for notebooks in q4. But there arent. The first launch is of Xeon models on Nov 12. Intel didn't have any 45 nm product even qualified by end of q3. They could not possibly be counting on 45 nm to sell to notebook makers. As to demand, demand must have exceeded all expectations for a year. It did not just spring up in q3. AMD had much greater unit sales in q2. Only one person anticipated that. And that was Petz on SI. (trumpets, please!) The question to ask, is where did all of Intel's humongous excess inventory go ? The inventory that everyone thought would have to be scrapped. Where it went is to satisfy the stepped up demand. Where Intel was too cautious, is that apparently didn't expect the demand surge to be so large and last so long. And yes, it will allow AMD to report lower losses than otherwise. For this one quarter.