Advanced Micro Devices Inc (AMD)

[bobs10]

We should get a better idea about INTC's inventory when we see what the price cuts are. INTC having an inventory problem is not good for the PC market, especially if the semi markets are slowing down. If so, what is INTC going to do with all that capacity they've added? How many additional chipsets would they have to make to get to full plant utilization? Maybe INTC plans on running their fabs at 50% capacity?

Gut wise, it does seem like the market is getting more receptive to the move to 64bit processors. Even without a MSFT O/S it seems like people are starting to realize that AMD64 is the future. Q3 is shaping up as a good test of NTC's ability to still control the markets. Gross/Net margains should provide interesting reading.