Replies to post #148675 on Intel Corp (INTC)

[borusa]

So IF AMD is competitive(and remember it is only one part of the server market so far) AND they get commitments AND they can meet demand, they have a chance

The whole point of the MCM was to use the 8 core 200mm chips. Consumer chips are the other half. Infinity Fabric and MCM were plan A.

but it will TAKE YEARS.

So, about the middle of 2019, two years from now? I suspect they will have more of the server market, mostly data center, than you expect by then.

They have an aggressive road map. There will be a slip here and there. twt

You know what Marc Bohr said about the foundry model, and how that turned out? Maybe you are doing the same.