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Re: gollem post# 65735

Tuesday, 11/15/2005 12:59:30 PM

Tuesday, November 15, 2005 12:59:30 PM

Post# of 97552
you...

wbmw, they should have some products that can be outsourced, if AMD can build all their stuff with one fab yet Intel doesn't have enough capacity then something's rotten.

Me...

Yes like a pile of week old fish. But then WMBW continues to assure us that SOI, DSL and APM are only of value to a Boutique producer like AMD. These things are actually of no value to a mass producer like INTC where cost is more important.

Yet, everything seems to indicate that AMD is producing huge numbers of processors out of a single aging 90nm/200mm fab. It doesn't take an Einstein to figure out that something stinks to high heaven.

The way things are going WBMW may have to revisit his thoughts about just who the Boutique producer really is.

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