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

To: neolib who wrote (263874)	7/13/2010 8:56:12 PM
From: Elmer Phud	Read Replies (1) \| Respond to of 275872

Anyone listen to Intel's conference call? Is so, any comments? I listened to most of it. It was simply the best quarter they've ever had and the are raising expectations for Q3 & Q4. Business is very strong, prices are firm and margins are going up. They are raising their capex to add extra 32nm capacity for Sandy Bridge, scheduled for release late this year. Reading between the lines, Sandy Bridge raises the bar so much that customers are demanding more volume than Intel could possibly supply without speeding up the 32nm ramp. AMD fans should start wondering where BDZer is and how many more delays there will be. Intel has already demoed Sandy Bridge while AMD is still silent about BDZer, afaik.