Advanced Micro Devices Inc (AMD)

[bobs10]

It's really refreshing getting another INTC view of things. Our primary source is smelling like year old Limburger cheese.

As I've said I'll leave it to the technical types to fight it out, but just from a seat of the pants view AMD must be doing something right given the large apparent increases in supply of processors we've seen lately. While a lot of that has undoubtedly been due to 90nm it looks to be something more than just that. AMD was stuck at about 7m chips for the longest period of time, and now it looks like they are at about 10+m per quarter. That's a big increase without any increase in fab space. Yeah, I know AMD was supposed to get a 50% increase from 90 nm, but that's after a few tweaks/times through the fab.

Since sales are always a quarter behind production starts q4 should see even more production as what ever it is that's causing the big increases in supply gets full implemented. If AMD gets through q4 without any major bottlenecks I'll be truly amazed.

I don't expect AMD to give us any hard processor numbers, but I'll bet we can get pretty close to the actual numbers after the CC. I can hardly wait.