Replies to post #23127 on Advanced Micro Devices Inc (AMD)

[KeithDust2000]

Joe, The Inquirere reports that Nocona slipped to H2

No, the Inquirer is wrong, INTEL stated it would be on-track for a second quarter release. There are tens of articles in the mainstream press on that, the Inq mixed up H2 and Q2.

[Golfbum]

keep in mind that the only reason to do an L3 is if you don't have the ability to do a large enough L2 that is fast enough.

iirc, the current chips with L3 have it bolted on the side rather than a new layout.

iow, a quick fix...

gb

[kpf]

Joe

Except, the roadmaps I have seen don't have any large cache (processors with L3) Prescotts at all. Not until Tejas core.

Yes.

Looking at the roadmap I see Intel focussing on costs for a while, playing its strenghts. Bottomline, if we cannot outperform them this year, we will outproduce them.

Economically reasonable without any doubt and completely acceptable if it is meant as an interim-strategy: Even if they allow ASP to decline some 20% this year, they can make a ton of money as long as they can make the stuff 25% cheaper due to 300mm/90nm economies. (Besides they have a strong product in the fastest growing mobilesegment.)

I expect this to be Andy's message tonight: Look at gross margins and earnings rather than revenues going forward.

Personally I am not sure it will play out good for the Intel Common short term; an average investor will hardly be capable to look beyond guidance for declining revenues, but well, maybe the bunch of cheerleaders (the ones asking questions tonight) will help to get it down the throats.

Now, for AMD common I frankly have no clue what it means short term. Probably nothing good - but you never know.

K.

EDIT: On a second thought, Intel could change guidance-policy and only give earnings - numbers starting today.