Advanced Micro Devices Inc (AMD)

[wbmw]

Keith, I did not listen to the CC, but I will answer your previous question:

Questions: What other product lines are part of INTEL´s WCCG (I know what´s listed on the earnings report, but what are those "application processors" etc.)?
How much revenue would come from those? Again, I´m not impressed at all by INTEL´s numbers in this space, and definitely expected more, judging by all the articles we´ve seen about lead times etc. wrt. flash. While that´s just noise for INTEL, it´s close 50% of AMD´s revenue.

For one thing, X-Scale based products also fall under WCCG revenue. In fact, everything on this page is also in that category:

http://www.intel.com/products/wireless/index.htm?iid=HPAGE+header_products_handheld&

The revenue on these items is limited right now, mostly due to the way the market ramps these items. Also keep in mind that this market is filled with paper launches. Intel and other companies announce flash and embedded products when they sample, not when they are available for sale. So there is a lag time between the announcement and potential revenue.

I haven't seen any news on the Manitoba core (PXA800F and PXA800EF), for example. I mention this because I think it's one of Intel's most important products from that division. I suspect that products aren't even out with these processors, yet, and they have not yet contributed to revenue. I would look at 2004 as being a telling year for the combined networking and wireless communications groups. I know that investors have long since been impatient for results.