Replies to post #37684 on Intel Corp (INTC)

[wbmw]

Re: AMD couldn't have taken any of those sales, since they were capacity limited throughout most of the quarter

LOL, says who? Last year, Hector aimed for 30% of the market by EOY 06, he has two fabs going, one at full capacity, and the other larger one at 3/4. They also have Chartered giving them an extra 25%. By my calculations, since AMD had capacity for at least 12M units from Fab30 alone, Fab36 should have given them up to 24M units (3/4 capacity, but still a larger fab), and +25% of that would have given 30M unit capacity. AMD only produced ~17M parts last quarter, so they are nowhere near capacity.

[Sarmad]

>> AMD couldn't have taken any of those sales, since they were capacity limited throughout most of the quarter.

Oh please. More bs. AMD has had fab 36 at 10k w/m since q3. (equal to an additional fab 30 capacity). They have fab 7. And to put the lie to this non-sense, AMD's inventory went up in q4 by $50m. (processors). And there are reports of dumping 2.5 m units in the last weeks of the quarter. And there are reports of processors showing up in China now, that are returns from OEM's.

In contrast, q4 '05, AMD drew down inventory in q4.

Please do defend AMD, and criticise Intel. But bring in arguments that make sense.

[chipguy]

There was a period of time when AMD did not sell out its capacity - late Q1 and Q2. AMD was signaling to Intel that AMD did not want to go into a price war, and for some time, AMD held prices at more "normal" levels.

The capacity for cognitive dissonance/hypocrisy shown by
some droids is simply beyond belief.

One monent they will defend to the death AMD's idiotic
PR lawsuit against Intel.

The next moment theyll suggest Intel should follow AMD's
lead in a conspiracy to set x86 MPU pricing at a higher
level than the free market's law of supply and demand
supported.

BTW, have you seen this:

http://biz.yahoo.com/ap/070124/eu_energy_gear_cartel.html?.v=7

"BRUSSELS, Belgium (AP) -- EU regulators fined 10 companies
a combined $978 million on Wednesday for running a cartel to
fix prices for heavy equipment used by power utilities, with
Siemens AG ordered to pay more than half the total."