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Re: chipdesigner post# 52010

Thursday, 02/10/2005 2:15:34 AM

Thursday, February 10, 2005 2:15:34 AM

Post# of 97775
Unless AMD has the plan to expand capacity by mid year I fear Intel is going to continue to bully the market especially with Intel's mediocre 64 bit solution...Intel will fake it until they have a better solution...AMD's window of opportunity was 05' and now I fear Intel is closing the gap...AMD spent most of 04' touting their superior solution with very little manufacturing capacity in A64...I'm not as cynical as Keith but I'm starting to have doubts...maybe AMD wants to produce 2 million opti's and 5 million A64's by the second quarter and their ASP's go up significantly...I'm just tired of watching AMD continuosly hemmed in by Intel...there might be some sunshine around win 64 launch time...
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