AMD strictly moderated (AMD)

[mmoy]

How do you go about cutting $500 million?

I've been through the massive layoffs approach and the company
usually incurs huge current quarter costs doing this. And it
isn't great for morale going forward.

Are they going to cut back on R&D so that it takes products longer to bring to market? Well, they desperately need their new architecture out there to beef up their margins so that may be a tough sell.

So my question is how are they going to do the cuts; how soon before cash burn drops and how will it affect time to market of
Barcelona and related products? If there's an AMD delay in Barcelona, it leaves Intel with a bunch of tactical options for this year. Some which might enhance margins without requiring the release of their new products.

My son was complaining about a problem on his X2 4400 system. I asked him if he'd like a new system as I would like something nicer in the office than my Pentium 4 box. I'm guessing that his problem is application-specific but it doesn't occur on the Conroe system. At the moment, the kids prefer Core 2 Duo systems to AMD systems. Our daughter has the Conroe while our son has the X2 4400 which really isn't competitive with the Conroe but much better than what I have in the office.

I just wish that Dell had something competitive in price with the 5600+. Perhaps at the end of the month. No huge hurry. If it was a major problem, I'd just give him my 5600+.