Replies to post #71656 on Advanced Micro Devices Inc (AMD)

[smooth2o]

You really don't think AMD would have added all that extra capacity without some very concrete plans for the product they will produce do you?
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Well, if you NEED a 65nm fab, why would you build a small one?

It's becoming increasing clear that the only thing that kept AMD from huge market gains during the period was a lack of capacity.
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Not the ONLY thing. That, AND better performance and Pd and, of course, their lower pricing. But now that Intel will have the performance and Pd lead, you can bet some of that market share will come back. Or, do you believe that performance and Pd and pricing don't have that much of an effect? You think people buy AMD b/c of something else?

Smooth

[imho]

bobs10,

I wonder how well the P4/Pd would have done if AMD hadn't be severely capacity constrained during most of that period. It's becoming increasing clear that the only thing that kept AMD from huge market gains during the period was a lack of capacity.

What period are you talking about? According to Dirk, AMD was not capacity constrained last quarter.

IMHO