Advanced Micro Devices Inc (AMD)

[Elmer Phud]

aixman -

Ok, time to start another "discussion".

I don't think there is enough 130nm - 90nm capacity in the world to displace Intel. If x86-64 suddenly became the CPU of choice it would be many years before capacity could be put in place to overtake Intel and nobody has the $$$ and process/manufacturing technology to do it. Intel is #1 for years to come if for no other reason than without Intel's fabs and manufacturing infrastructure the world can't produce enough silicon to replace them.

No, I don't have all the data but that's the way it seems to me.