Advanced Micro Devices Inc (AMD)

[bobs10]

YoY, Spansion is second from last, losing 31%, Toshiba the last.

Me...

Thanks, I missed the table.

Yeah, Spansion decided not to play INTC's game and let INTC gorge itself on losses. AMD reduced revenues/market share, but they also reduced costs setting up the latest quarter gains.

Given that Spansion wasn't willing to lose money just to keep market share it seems unlikely that Spansion would be entering into the TSMC deal if it couldn't make money on the added capacity. Anyway, the capacity wont hit until 06 and last I heard ORNAND was still an 07 thing, so this would seem to indicate that the demand is for MirrorBit? Which makes me wonder just how well INTC's Sibley/Naubinway are doing?

I don't know, but It's beginning to look like we're entering the land of Aquarius where the planets align with the stars.