Advanced Micro Devices Inc (AMD)

[kpf]

elmer

I do completely agree AMD overtaking Intel cannot happen anytime soon.

However, as for "nobody has the $$$ and process/manufacturing technology to do it":

Think about one or two megafabs (better said a hyperfabs, talking about tens of thousand 300mm-waferstarts per week) in mainland china to be built in 2005, going online in 2006 on 65nm node. Volume at mature yields in 2007.
China has the $$$, look at their trade balance. AMD should have leading-edge process-technology by 2006 (admittedly a lot of it transferred from IBM).

In the meantime FAB30 plus East-Fishkill would be sufficient for AMD to grow into the 30% MSS range in the 90nm node.

That's the way it seems to me.

K.