AMD strictly moderated (AMD)

[smooth2o]

imho: Mentioned goal of 30% of market (unit? value?) within 3-5 years from now.

That's not the only thing that whacked me. Having a "goal" of 30% MS in 3-5 years isn't very good. What's that mean, 2% per year sustainable MS growth in a market growing at 10%+ in an envronment where they don't have the performance lead?

Also, the cash generated is not enough to build 45nm $4.5B fabs. It's clear that AMD does not have a business plan to go forward. I see them in heavy debt and in the red again in a few years after the real impact of NGA, lost MS, Intel's pricing power, poor utilization and the impact of a new advances in 2008 from Intel. These things are only 2 years away.

AMD could be a great niche player in the botique processor market. For that, they need to take the hit on Fab36 and get it to full utilization for a number of years in order to build cash. Then, build a 45nm fab and go into high debt again. Now, they need a new core, not just a few improvements here and there. Before they get to these areas, they need to realize their station in life.

Smooth