Advanced Micro Devices Inc (AMD)

[bobs10]

"At best by the end of next year (2006) AMD might be able to supply 40% of the market."

That is probably incorrect. By the end of 2006, Fab36 should be mostly ramped and at 65nm. With that capability and Fab30 at 90nm and the possibility of Chartered, AMD should be able to supply a larger perventage even if the market is 100% dual core, which isn't likely.


Me...

What percentage do you think is reasonable?

Not that I think it makes much difference. For me there's a tipping point after which things get much more difficult for INTC. That point, to me, appears to be about 30%/35% of the market. Above that market share INTC effectively looses it's abilities to coherce and intimidate.

The things I remember reading seem to indicate that AMD's plans for ramping fab36 aren't as fast as you indicate. But then maybe AMD is sand bagging again? AMD should be able to ramp up pretty quickly, if needed, once 65nm is proven. I certainly hope so, they clearly have the wind at their back.