Advanced Micro Devices Inc (AMD)

[sgolds]

drjohn, your logic is correct but facts are not -

With respect to Dothan, you wrote:

As has already been pointed out, when you have no competition and are making loads of money whats wrong with making more loads of money.

I'd take another look at AMD's mobile plans for 2004. Already AMD sells the best solution for desktop replacements (A64). There is a 130nm mobile Athlon64 coming in H1, and some 90nm mobiles coming in second half. Dothan will be swamped in a sea of higher performing low power competition well before this time next year.