Advanced Micro Devices Inc (AMD)

[bobs10]

bobs, while INTEL seems constrained almost across the board, I haven´t seen any constraints on AMD´s part, apart from great new products just ramping up and being constrained because of that. Who
knows, maybe AMD can use the quarter to get rid of remaining K7 stuff at relatively good prices.

Me...

Yeah, that was what I was thinking about when I read the Lenovo news. The K7 stuff is probably mostly gone by now and what is left is probably to meet current obligations. By the time q4 is over there probably won't be much, if any, hanging around.

I fully expect AMD to say in the CC that they are running full tilt and that inventory is less than they would like. Considering the almost constant drum beat of wins we've been treated to for the last six months and the seeming loosening up of the OEMs due to the suit I imagine AMD could really use fab36 about now. On top of that you have the Opterons gathering momentum and Turions starting to take off. As jhalada implied this q could be the perfect storm of higher ASPs and maxed sales.

AMD has always been sold on the sizzle. Always a good tale to tell, but not much substance. Even in the Athlon days there was always this feeling that INTC could drop the other shoe at any time. This q could be the one in which we finally get to taste the beef.