Exactly what I thought. Intel will have to give away (or almost) its obsolete CPUs to get rid of its inventory. What a joke. And all they can count on are 'maybes'. Conroe better be the savior or it is doom. I think my Intel shares have just taken a hit. Let's hope my AMD shares do better; otherwise, I'm in deep sh*t.

This is supposed to be a strickly moderated for investment discussions. What a joke.

2H06 for what it's meant, according to Hector

sure did

KD, wrong guy for this kind of presentation. More the Jerry type of presentation you were expecting. He's retired and Hector is not the most flamboyant type. But I'll take his management over Jerry's any day although Jerry must be given an awful lot of credit for having survived so long facing that 800-pound gorilla

wbmw. Q4 2006 20%. Been looking at your rosy crystall ball again.

to be able to squash the fud, you need products to do so. More than the if, when, in the second half of 2006, perhaps, etc.

wmbw, I keep reading words like if, when Intel, prospects, maybe AMD, might, but nothing to really substantiate what you have in mind. When and if Intel's products are out, then MAYBE, as you would say, you should argue with people and tell them they don't know what they're talking about. Until then, you should bear in mind that Intel has been promising competitive products for so long, it will be interesting IF they ever come up with something that offers AMD a real challenge. And before you and your friends start calling me names, I can tell you I'm invested in both AMD and Intel.

They talked a lot about Hammer because, at the time, they were behind in technology; now, that they are so far ahead of Intel, they can be privy; and now it's Ruiz's way of doing things as opposed to Jerry, the flamboyant.

smooth, seems that every time you mention Intel you have to add the word 'when Intel does this, when INTc does that'. Lots of ifs in Intel's roadmap

It's funny how our INTC fans here are trying to put a positive spin on what has been a poor fourth quarter. Intel does not seem to be able to put their act together anymore. It's one bad thing after another. Recall of Pentium 3, introduction of a terrible chip, Pentium 4, unable to force companies into using Itanium on a large scale, chipsets problems. It goes on and on. They're lucky AMD couldn't supply more chips. Fortunately for them, they had a pretty good year with 32-bit laptops. Having a PR man as a CEO will hopefully help my Intel shares regain a bit of their value.

well so much with preferential access with the Apple deal.

Smooth. Phil Hesler had an answer for that argument

Question:
It seems that Intel has got a lot of different products coming right out of the gate in 2006, whereas--and this is the perception by some analysts--AMD will still be sitting on the same technology early next year.

Answer:
Hester: I give Intel great credit for creating a myth. (laughs)

They've canceled a heck of a lot more projects than we've canceled. What I hear is the other guy is showing stuff that they're not going to ship for six to nine months and then comparing it to our stuff that's shipping today. What we showed in the analyst meeting was a road map that says, "Look guys, we have a track record of delivering improved performance every quarter." And so, if they're showing stuff that's six to nine months away, that's two to three of our steps away. And so, if they're having to show six-to-nine-months stuff against ours and saying it's kind of competitive to what we've got today, then by the time we get there, the shipping gap should be the same as the shipping gap today. So Intel, show me what it is that you're specifically going to deliver to the market that changes this.

Posted once in a while on RB, but I was mostly reading and learning a lot about microprocessors. Did until the board became full of post from intel fans and it became kind of nasty. So I moved to this board because most of the old posters had left the board, probably tired of arguing. And now, some days it feels a bit like the old RB board. I hate having to put someone on ignore, so when it becomes too personal, it's time to move.

If it were a one time event, then why do they say they ship within 24 hours for some processors while it's one or two weeks for the Athlon64 3700+ ?

We've heard that song before. Dell rumor time
http://www.thestreet.com/_yahoo/tech/alexeioreskovic/10251675.html?cm_ven=YAHOO&cm_cat=FREE&...

wvmw, this being an AMD board, don't put everyone who disagrees with you on ignore; if you do so, the only messages you will see will be the ones coming from INTC posters; might as well post on an Intel board then,

regards,

Interesting article. Don't know whether it was posted or not.
http://yahoo.smartmoney.com/barrons/index.cfm?story=20050928&afl=yahoo

First time ever I see HP advertise the whole spectrum of their products powered by AMD in the Journal de Montréal. So far, it had been Intel inside only. From desktops to servers with a big AMD64 logo at the bottom of the page. A full page.

There's more than one way to skin a cat. Companies will be very careful before advertizing that they are offering AMD's products . Here in Canada, although HP offers AMD, there is absolutely nothing but INTEL advertized in their pamphlets, in newspapers.

interesting little note here:

Credit Suisse First Boston said Advanced Micro Devices (nyse: AMD - news - people ) has forced Intel (nasdaq: INTC - news - people ) to transition to dual-core processors "well ahead of plan." CSFB said, "While AMD's K8 architecture had dual-core in mind, we believe Intel accelerated a solution for 90nm, resulting in worse performance and larger die size relative to AMD. It has also forced INTC to accelerate its 65nm plans to have a more competitive dual-core offering (die size and performance)." The research firm said Intel "needs to be careful with its pricing strategy" as attempts to recover cost inefficiencies with higher average selling prices (ASPs) could result in loss of market share. CSFB maintained an "underperform" rating on Intel, citing the company's "weak secular product positioning within the broader semiconductor industry, slowing PC growth, and increasing competitive pressures."

Thanks for the information. One more question. My friend's computer seems to run quite slowly. And I thought that using Norton antivirus could be one of the reasons. Have you experienced any problem with NOrton. Personally I use AVG and I'm quite satisfied.

I know that the more RAM (up to a certain point) you have with XP, the better it is, but what about Win98SE? What is the max. RAM this OS can manage? At what point does it become useless to add memory?

Not easy to fight an 800-pound gorilla

BusinessWeek Online


How Intel Ruined AMD's Happy New Year
Friday January 14, 4:19 pm ET
By Cliff Edwards in San Mateo, Calif., with Spencer Ante in New York

For chipmaker Advanced Micro Devices Inc. (NYSE:AMD - News) and CEO Hector Ruiz, 2004 was something of a coming-out year. Long a perennial also-ran to Intel Corp. (NasdaqNM:INTC - News) in the semiconductor market, AMD knocked its mighty rival back on its heels last year with an innovative microprocessor for servers and personal computers. The company swiped market share from Intel, raked in cash, and saw its stock soar. BusinessWeek even named Ruiz one of the best managers of the year.

In the tech industry, though, you're only as good as your last earnings announcement. On Jan. 10, AMD warned that fierce competition in the memory-chip market would push fourth-quarter earnings well below Wall Street expectations. In a tersely worded release the Sunnyvale (Calif.) company said it expects fourth-quarter operating income to be "down significantly" from the third quarter. The stock plunged 26% the next day, to $14.86. The misstep fanned fears that AMD, for all of its success in 2004, remains the same inconsistent performer it has been in the past, with solid results followed by spectacular washouts.

What happened? Intel lowered the boom. The chip giant got much more aggressive in the market for flash-memory chips, which store data in cell phones and other electronic devices. That contributed to a 30% decline in flash prices in the second half of the year. Such a drop hurts AMD much more than Intel because the smaller chipmaker gets nearly 50% of its revenues from flash-memory chips, while Intel gets only 7%. As if to underscore the giant's advantage, the day after AMD's warning, Intel announced strong results for its fourth quarter. "AMD's head has got to be spinning. Intel just clocked them good," says analyst Richard L. Whittington at researcher Caris & Co., one of the six firms that downgraded AMD's stock on the news.

Ruiz may have a tough time clearing his head right away. Even as growth in the flash market slows this year, Intel vows to keep competing aggressively. That's likely to put a crimp in prices and limit AMD's ability to take back market share. In the third quarter, Intel grabbed the lead in the flash market, with 22.9% share, compared with 22% for AMD, according to researcher iSuppli Corp. "In six months' time I would be very disappointed if we didn't show continued momentum," says Sean M. Maloney, the Intel executive vice-president who oversees the business.

There's no question that Ruiz has AMD on much more stable footing than in the past. Unlike in the aftermath of previous setbacks, analysts believe the chipmaker will continue to turn a profit. Consensus estimates call for 2005 net income of $217 million on sales of $5.24 billion. Ruiz also is racing to wean AMD away from its reliance on the cyclical memory-chip business. He's expanding into the sale of chips for consumer electronics and plans to roll out a new processor for the notebook market, which is dominated by Intel now. And he hopes to bring a huge new manufacturing plant online next year to relieve the manufacturing constraints that have stymied the company's growth. Still, AMD is likely to have to depend on the volatile flash market for at least a third of its revenues for the next two years.

In the end, Ruiz knows it will be customers who decide AMD's fate. At the Consumer Electronics Show in early January, he greeted them by the dozens as waiters plied them with drinks and hors d'oeuvres at a posh restaurant. One thing is clear: This battle is just beginning.

AMD, Lenovo win PC contract for Chinese schools
Mon Jan 10, 2005 01:04 PM ET
SAN FRANCISCO, Jan 10 (Reuters) - Advanced Micro Devices Inc. (AMD.N: Quote, Profile, Research) , Lenovo Group Ltd. (0992.HK: Quote, Profile, Research) and Dawning Information Industry have won a contract to supply 26,000 AMD-based computers for newly wired classrooms in a Chinese province.

The program, in the eastern province of Hebei, will benefit at least 200,000 students, AMD said in a statement on Monday. Each classroom selected for the program will receive one computer server powered by AMD's Opteron chip and 30 desktop PCs.

The deal marks an important win for AMD with Lenovo, a Chinese computer maker that is buying the PC business of IBM (IBM.N: Quote, Profile, Research) . Growth in emerging markets is a top priority for AMD and its much larger rival, Intel Corp. (INTC.O: Quote, Profile, Research)

Hebei Province is the demonstration site for a nationwide long-distance education program that began in October 2004, AMD said in a statement.

drjohn, no wonder! No surprise here; somebody famous used to say:"there is a sucker born every minute."

don't know whether this has been posted. From Motley's Fool

AMD: Lean and Hungry
By Seth Jayson (TMF Bent)
November 23, 2004

Sometimes, we're in the right place at the right time, looking at the right info, and we still do the most boneheaded thing imaginable. Such is my feeling regarding the CPU world's secondary player, Advanced Micro Devices (NYSE: AMD). As someone who builds his own computers -- out of AMD chips, no less -- I could clearly see the writing on the wall when AMD's 64-bit Opteron began taking a bite out of Intel's (Nasdaq: INTC) vision-impaired line of 64-bit processors.

Peeking at a chart like this, in conjunction with a quick read of the headlines, ought to serve as a reminder to pay closer attention to our watch lists. By failing to pay attention to the great potential in AMD's increasing market share, I missed out on a quick double. (The sound of a forehead smacking a keyboard? That's my colleague Bill Mann -- no stranger to this battle -- also wishing he'd acted on the obvious.)

Are we too late to join the party? According to computer trend-watchers at Gartner, AMD tripled its chip shipments over the same period last year, increasing its market share yet again at the expense of Intel. But to put the numbers in perspective, consider that Intel still commands nearly 95% of the market. From a shareholder perspective, Intel has other historical advantages over AMD as well, including much better margins in part because it has greater resources to invest in plant upgrades that lower production costs, such as 300mm fabrication facilities.

Unfortunately for them, Intel's expensive capacity expansion could turn into a liability, especially if AMD continues to poach its market. In fact, AMD is one of few chipmakers that's not having major inventory hair balls. It's always dangerous to paint with too wide a brush, but recent results at the likes of Cisco (Nasdaq: CSCO) and Broadcom (Nasdaq: BRCM) should have interested semiconductor investors looking for the leanest and the meanest.

At the present time, AMD looks like a standout in this crowd. Lower margins? Hey, maybe we should look at it as yet another opportunity for improvement. If this optimism happens to put me in agreement with the rest of the Street (horrors!), so be it.

chipguy, you're running out of arguments. Instead of trying real hard to make us all understand that AMD has nothing new to offer, that nothing but Intel is worth buying, both stocks and cpus, why don't you use all your almighty knowledge and widen your horizons. Why is it so hard to admit that sometimes other companies might have good ideas as well as good products?

Any particular reason why AMD is tanking today?

Sorry, thought it would work. AMD news today

http://ca.us.biz.yahoo.com/e/041102/amd8-k.html

http://www.forbes.com/markets/2004/10/27/1027automarketscan03.html?partner=yahoo&referrer=

Not a short. Definitely not your browser. So I typed www.bestbuy.com and when it opened I browsed the Canadian site(clicked Canada) and there were quite a few AMD64 available, but if I clicked the American site, there's none. Why? I guess your answer is as good as mine

sales, not revenues that is

j3pflynn:
"Although third-quarter sales are anticipated to be lower than projected due to softness in our profitable flash memory business, sales in our microprocessor business remained strong driven by increased demand for AMD64 processors."

Where do you read here that Rivet said revenues would be lower than Q2. He said revenues would be lower than projected. To say that it is going to be lower than Q2 is just a guess. Maybe, maybe not.

missed the memo stating ... The Intel crowd, they're like weeds. They keep coming back. But hey let's see it this way. They do it for our own good. They want to make sure we know how bad a company AMD is.

Used in this context, the plural of die is dies not dice

Hate to say this, but demand for A64 will really catch fire when there is an OS (msft) for it and when will that be? Probably when INTC is ready to release a similar chip. Just imagine for an instant if Intel had come out with that chip first. Do you really think we would still be waiting for Microsoft to release their new OS?

kind of funny after everything has been said that JMP Securities decided to upgrade AMD. Weird,weird world

UPGRADES & DOWNGRADES HISTORY
Date Research Firm Action From To
15-Jul-04 JMP Securities Upgrade Mkt Outperform Strong Buy

sgolds, I don't know why you're in such a hurry to call this a bear market. Don't you think that after a 3-year-bear market, a 1-year bull is a bit short. I feels more like a healthy correction. Following your reasoning we would've had at least 4 bull markets in the last bear (from 2000-2003).

regards,