Replies to post #53125 on Intel Corp (INTC)

[wbmw]

Re: Dead wrong. It is a winning proposition up to the point that Fab 36 is COMPLETELY maxed out. I think they could at least break even with a maxed out Fab 36 and mid 40% margins.

Dead wrong... I think...? Well, at least you're as inconsistent as always....

[Tenchu]

TWY, > Some of your notions are just pure fantasy.....not even worthy of debate.

... says the retiree who thinks AMD can max out Fab 36 and maintain mid-40% profit margins ...

LOL

Tenchu

[kpf]

it is debatable if additional market share is worth pursuing since it will come at the considerable cost of equipping and ramping the second 300mm fab.

If AMD cannot tool a second fab it will need to manufacture, develop and migrate in Fab36 - and certainly lose marketshare. One fab is only good for 20% mss if it can be fully utilized for volume manufacturing going forward.

K.

[tecate]

WTF did you do in Fishkill, that remark is up there with PeterG remarks.