Advanced Micro Devices Inc (AMD)

[bobs10]

By the time fab36 comes online money will be a lot less important than it is in today. It had better be or there are going to be a lot quite disappointed AMD investors.

Hopefully by then AMD will be so supply constrained that getting product out the door will be more important than bringing up 65nm.

Transitioning capacity demand to 65nm by using IBMs fabs is probably a good idea if it can be done so both parties make money. Even with just one line fab36 is going to add a ton of chips that will need to be sold no matter whether it's on 65nm or 90nm.

It should be interesting to see how INTC responds to the fab36 weggie.