Advanced Micro Devices Inc (AMD)

[bobs10]

That's something like what I'm hoping for. If the world economies are going to slow down, and the demand for processor chips is going to slow down, there's even less reasons for AMD not to hedge its' bets.

Incidentally, one of the things not talked about is the effect of the new 4 way and up servers on the total number of servers in the market. Used to be that something like 90% of the market was 1 and 2 way. I would expect that most servers would remain that way, especially as dual processors start to take off, but I imagine that a lot of the server farms, made up of hundred/thousands of 1 and 2 way machines will consolidate to "more way" machines in an effort to reduce costs. This could really affect someone like DELL that doesn't have the technology to produce anything but 1 and 2 way machines. Knowing Mickey though, he probably has a group of Indian engineers already at work on the problem.