Advanced Micro Devices Inc (AMD)

[smooth2o]

Whoa, YB,

Just b/c you throw a party, doesn't mean anyone will come.

If you have a dual uP chip with lots of cache, you better have a high demand market for that product b/c you'll have to charge a lot more money. I don't see it. Whereas the 3GHz parts are not particularly fast for business applications, they appear to offer a great cost incentive to upgrade (given profits, confidence, competitive situations, and productivity increases) and are fast enough to provide productivity increases. So, the formula is there.

Granted the server market may use a product like that, but not the desktop. The notebook? Definately not. However, the server market does not account for the fab increases we are seeing. I'm worried. Excess capacity is great and the right thing to build during the downturn. Very smart in my op. However, there's just so long that Intel can have this capacity on line without being able to use it. This does not bode well at the present time, even with great increases in demand through 2004.

What are they thinking? If more is good, then much more is great?

Smooth