Intel Corp (INTC)

[Tenchu]

FPG, > Moving forward, AMD can leverage this further with designs that are geared towards packaging more mm/sq into higher margin parts, i.e. MCMs, Fusion, etc. that could never have been contemplated before given the requirement to allocate limited capacity between boutique and mainstream parts.

That assumes that AMD was capacity-constrained and couldn't make all the higher margin parts it wanted.

My view is that AMD was actually starving for demand. They had to move their products by pricing them very low, e.g. quad-cores were going for well under $100.

Tenchu