Advanced Micro Devices Inc (AMD)

[bobs10]

Well I did say in almost all sectors. INTC's low power laptops have been one notable execption to a generaly pathetic return on INTC's R&D budget.

Actually, I'm not too concerned about AMD when fab35 comes online. For one thing the equipment will be the biggest cost and that will be added on an as needed basis. For another AMD is used to living on a shoe string.

INTC is the one that will have the problems coping with what will undoubtedly be very aggressive pricing on AMD products. Also, unless there is a big pick up in demand for INTC products it's going to become ever harder for INTC to maintain their historic margins as fab capacity drops with AMD market share gains.

Incidentally, building a couple of times INTC's capacity needs in state of the art plants was another bone headed idea of the 1st magnitude that INTC management came up with.