Well, besides the fact that INTC is a fat pig with way too many employees and a bloated infrastructure, by some time in q3 AMD will be at 300mm and 65nm and getting much better yields/binsplits than INTC.
Me:
What color is the sky in your world?
You:
From AMD's point of view the boa is hungry
Me:
That's a garter snake and here comes the lawnmower...
"One of the things I found most interesting was the comment by Dirk that AMD was not capacity constrained in q1."
That was a curious statement given that AMD depleted an already depleted inventory by another $50 million. No doubt some of the bashers will claim that AMD is writing down the inventory to reflect lower pricing. But I'd be surprised if much of the inventory is carried as packaged product. I suspect most is untested and unpackaged die. Which is valued differently if I am not mistaken.
Bob, re:By q3 though things really start to get interesting as this is the strongest time of the year for demand and AMD will then have all its' ducks lined up.
You actually think Q3 will be better when at that point Intel will have a clear performance advantage with their new generation of chips??
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