Replies to post #78486 on Advanced Micro Devices Inc (AMD)

[jhalada]

Klaus,

Any idea what Intel should do with the fabs after CPU, then?

The same as what AMD does - keep upgrading to the latest process technology, and if some of the existing equipment can't keep up, sell it off.

Intel does not talk about mss anymore. And it plans to ramp one fab less in the next node than in the current node. I don't intend to ignite a discussion on diesize-economies, i just mention it because i believe the street connects these nodes in way to explain the market reaction.

I wonder if the mentions of over-capacity and underutilization charges spooked some investors. Or it could be the lack of announcement of exist strategy from NOR - but that's proably way lower on the list of concerns of the investors.

Joe