Advanced Micro Devices Inc (AMD)

[bobs10]

I don't think Bob has any illusions about AMD's capacity and its' ability to compete forcefully in every strata. The point I think he was making is that AMD has product in every category and just having product is enough to keep the "Big Dog" from raising prices to make up for lower ASPs in markets it isn't competitive in.

Never is a real long time, and things have been known to change in much shorter time frames. A 300mm fab producing 5k WSPW is going to be able to provide enough chips that the "Big Dog" is going to have to change the way it does business, especially if AMD retains its' current technology advantages.

From an AMD point of view an interesting question might be how AMD will ramp up fab30 with destroying processor pricing? The answer, it appears, is that AMD is going to be relying on the low cost Geode processor and massively expanding world demand for internet access to sop up the extra capacity. This could really be interesting.

I wonder what INTC has in mind for their much larger capacity issues?