Maybe we are blind to the truth, this just doesn't seem to jive with everything else we are seeing and hearing, the China deal and the IBM foundry deal. It doesn't make any sense that production of the hammer would be that low.
It worries me. There are some contradictory, vague and ambiguous assertions floating about. I'd appreciate it if the thread would try to nail it. Doug made an attempt on SI. But he, too, is boxing with shadows.
Too bad we didn't have an expert here to warn us that this was happening. We could have really used an inside perspective...
Wasn't there someone here who said this was happening? Well at least he was wrong about the share price. The guy claimed that AMD would hover around $15. I guess he didn't know as much as he thought he did...
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