Advanced Micro Devices Inc (AMD)

[bobs10]

For sure each company is trying to maximize the use of the resources it has at hand. And your right about someone needing to get things going. To me it looks like INTC is going to be in a similar position with Smithfield as AMD was with the A64. Namely, that the demand won't happen until the infrastructure catches up. Which means a slow ramp for dual processors. As you also point out this helps AMD which I still think is going to have problems starting in q3/a4 meeting demand.

Dual core will have its' day, but getting from here to there is going to take awhile. The interesting thing, from an AMD point of view, is that should consumer dual processors take off all AMD would have to do is ramp up production of its' server models whereas if AMD's dual servers takes off INTC still won't have a response for some time. Of course AMD would price the dualies accordingly, but given Smithfield's rumored pricing that wouldn't be much of a problem. Or AMD could disable some function and price the duals for the mass consumer market.