Advanced Micro Devices Inc (AMD)

[bobs10]

bobs, of course it all depends on end market demand. AMD´s scheduled price cuts suggest that they don´t see any shortages for those parts for the rest of the year...

Me...

Well, there are at least two kinds of opportunity cost. There's the one the consumer is familiar with in which they can't get the processor they want from BB, or the mom and pop store can't get what they want through the channel. Then there's the more pernicious kind in which "might have beens" never get done. For AMD the "might have beens" are a much bigger factor than any temporary shortages since they impinge on long term relationships and product development. I've wondered more than once just how much of the reluctance by HP to expand the AMD relationship, in light of the rather obvious benefits, was due to the capacity issues.

Anyway, as I said these sorts of questions are best answered in hindsight. One can only wonder what the situation would have been if fab36 had come online a year ago, or even 6 months ago. Even at 90nm and 300mm the landscape would have undoubtedly been a lot different today. Lots of woulda, coulda, shouldas.