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rlweitz

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rlweitz

Re: bobs10 post# 681

Thursday, 01/26/2006 10:42:38 PM

Thursday, January 26, 2006 10:42:38 PM

Post# of 6903
What I would really like to know is what sort of a game plan the AMD sellers are following?

Well it's been a quite a while since we've seen these levels. I'm sure many are content to take the money and run. The markets are forward looking and NGA is on the horizon. I'm not saying that NGA will be the home run that Intel is looking for, but it might make it hard to move the combined Fab 30/36 output without a dramatic hit to ASPs.
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