Advanced Micro Devices Inc (AMD)

[facsnotfiction]

Haddock, on Intel Fabs
I would figure that at least one Intel Fab has started converting to .09 which means no current production from that Fab. I tend to doubt anything Intel executives say, especially about capacity being maxxed out unless they are already converting several Fabs to .09. Intel's executives are infamous for bending the truth to appear stronger than they are. It's like all the big talk about how Intel's going to gain back lost Flash Marketshare overnight. That is impossible because the business AMD took from Intel when Intel raised prices is locked in to AMD for the length of the contracts signed. Intel does not have a chance to get back share until those contracts run out, with the exception being any new companies looking to purchase Flash. Look at the Insider selling in Intel and you can see that Intel executives are taking what they can get, while AMD executives are not selling, but were buying AMD shares.