Advanced Micro Devices Inc (AMD)

[jhalada]

Elmer,

Please... This demonstrates nothing when you don't know anything about volumes at a given speed. Even then it would only reflect the market demand, not the production capability, which was the original claim.

I conceded that I don't know the sales volumes at individual speed grades. I was talking availability. Availability is there for all speed grades. Since AMD is now downbinning parts, it means that from manufacturing point of view, AMD can make more, faster parts than it is able to sell.

This means that AMD manufacturing has gone from a struggle not to lose sight of rapidly advancing Intel, to the point where they are cruising now, almost hitting the rear bumper of Intel's car.

I can't comment on where Intel's sweetspot in manufacturing is or how it has changed over the last few months but I wouldn't assume AMD's has moved up more than Intel's if I were you.

I go by data that's out there, and I see that AMD went from being dead in the water to almost parity in what's available for sale. I don't know what Intel could make available for sale, only what Intel does make available.

Joe