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blauboad

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blauboad

Re: sgolds post# 14926

Friday, 10/10/2003 3:56:02 PM

Friday, October 10, 2003 3:56:02 PM

Post# of 97747
sgolds, Given your three options, you're probably right, but..

If yourbankruptcy's comment has something to it, and AMD does plan to contract out k7 productions, then the scenario makes more sense to me. They can't contract out A64 to anyone but IBM, but some version of K7 should be produceable by one of the Tawainese foundries by now. Maybe even UMC--there was never an official break up. That would free up Dresden for 100% AMD64 production. If demand cranks up, they go to IBM. With all the money they make, they build a new fab or two and everyone is happy but Intel.

My major worry about AMD going forward is capacity, this seems to be a way they could manage it. Demand and supply are not independent. If the OEMs don't think AMD can supply, they will not demand...


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