Advanced Micro Devices Inc (AMD)

[bobs10]

You ain't seen nothing yet. As Intel converts the mass market to dual core on the strength of its ramping 65 nm capacity AMD will be facing far tougher decisions with no good choices.


Me...

Yada, Yada, Yada. You keep telling me how great INTC is, but all I see is a once great company fading into the sunset. All one has to do is make a list of the accomplishments of AMD vs. INTC over the last 5 years to see exactly what I mean. From my point of view INTC has done very little correctly over the last 5 years, while AMD has done very few things incorrectly over that period.

When you take into consideration all the advantages INTC had over AMD at the start of that period the current comparison begs credulity. I’m constantly amazed that more people aren’t asking how INTC could have screwed the pooch so badly? Maybe next year they will start asking questions as margins start to plummet?

As far as capacity goes, by the end of H1 next year AMD should forever say good-by to the problem, at least to the extent it has affected AMD in the past. And, as far as DCs go, I expect that your expectations will, as per you Itanium expectations prove overblown. Outside of servers they will make little sense until applications start getting rewritten. Game and MC computers may benefit eventually, but that’s going to be a long ramp. A lot of your assumptions are based on INTC doing a whole hell of a lot better with 65nm than they did with 90, something that has yet to be proven. Another flop with 65nm and AMD is going to have a cake-walk, even if fab36 is only 90nm..