Replies to post #37723 on Intel Corp (INTC)

[kpf]

Sarmad

The discussion was about AMD's possibility of going fab-less.

Oh. I see i am on an iNtel thread. This topic might fit there.

K.

[smooth2o]

If the true number was 20%, AMD could limit their product line to very profitable parts (yes, niches if you will). That would fit with the need for Intel to maintain the larger share of the market with real fabs. No one has ever done this before with the competence that AMD has. It seems like a good model. It also seems like a model that a PE firm may be interested in. Spin off ATI, sell the fabs, bank the lawsuit, incur large amounts of debt, etc.

Just musing...

Smooth