Re: 1.22 billion is still a fine quarter with profit in the 100-200m range that I predicted and is totally unlike all the gloomy and unrealistic predictions of losses that you and the two chippys are spreading like the 3 harpies
Umm, no. While I have said that losses were possible, I never offered a time line, nor did I suggest that they would happen this quarter. Perhaps your problem is that people say one thing and you hear another.
Re: In fact it's what you would expect a seasonally down 2nd quarter to be so no real harm being done
Except, AMD guided flat to slightly down, which is better than a seasonally down Q2. The recent downgrade suggests what I have been predicting all along, which is that AMD is going to miss their previous guidance.
Re: even by the terrific osborning of Intel products going on. Bet though Intel take a bigger hit in revenue than $70m this quarter
Compared to what? Intel has already guided significantly down that I do not expect them to miss it. If you are predicting a $70M shortfall from Q1 results, well almost any simpleton could have said the same thing. Why not stick your neck out and make a real call.
Re: If AMD are to make a loss you won't see it until Q4 or more likely in early 2007 if at all.
I think any losses this year are unlikely. AMD is using some of the pricing power they have built up to keep up the growth momentum and use up some of the vast capacity they have coming online, but they have already suggested that they can only lower prices so far and still be profitable. This is further evidenced by the fact that they have continued to keep Athlon X2 prices (after the supposed cut) above Core 2 chips of equivalent performance. The crunch comes when they are forced to either lower prices further, or suffer a demand constraint that causes their new fab to lose money, by simple virtue of not being filled. That would be a tough choice to make that will likely lead to losses.
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