Advanced Micro Devices Inc (AMD)

[bobs10]

It is amazing how most of the analysts seem to conviently forget what happens to profits in a fixed cost business when it runs its' production facalities flat out. Not to mention the room it provides to raise ASPs. It is too bad AMD probably won't be able to take much market share from INTC, but we stockholders will be crying all the way to the bank.

I really want to know what percentage AMD64 is of total q4 production(60%?). With AMD no longer being a one trick pony, there's a much larger line of products to support. It's going to be difficult for AMD to shift too much production to AMD64 products without doing damage to to the other markets it has fought to create. Tough decisions will soon be looming for AMD management.