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Joey Smith

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Joey Smith

Re: chipguy post# 85351

Saturday, 11/14/2009 1:41:26 PM

Saturday, November 14, 2009 1:41:26 PM

Post# of 151747
re:It is amazing to me that anyone thinks that going fabless
will improve AMD's ability to hold let alone expand the
~17% of the x86 processor market

Intel has basically given AMD a new business model by allowing them to go fabless. AMD can sell its investmnet in GloFo if they wanted to. No longer does AMD have to fight tooth and nail to get volume. It could now focus on niche, high margin markets/products where Intel doesnt compete directly and be very profitable. Its a win-win for both shareholders if Dirk is smart.
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