Keith,
1) If the market behaves as expected, AMD should be challenged on the capacity side for most of 2006 (but they´ll of course prioritize the key segments like servers so that constraints there won´t happen)
Given the capacity coming online, that's a very optimistic thing for Hector to say. To reconcile these 2 (capacity growth and still being capacity challenged), Hector must be assuming rapid share gain in Q1 and Q2 (keeping unit sales growing while market is shrinking), then, in Q3 and Q4, at least maintaining share and market growing rapidly (Windows Vista effect).
Joe
