Replies to post #38148 on Advanced Micro Devices Inc (AMD)

[Tenchu]

Bobs, You still don't get it; this is the new AMD.

LOL. If I had a nickel for every time I've heard that over the years, I'd be living in Newport Beach in a ten bedroom house overlooking the ocean. And I'm a young guy.

Just remember your qualifying statement, highlighted in bold below:

but given the technological lead AMD has now, it's going golden, at least for the time being.

Until the next semi downturn occurs. Oh wait, by then AMD ought to be "immune" to the cycle. Yeah, right.

And I haven't even mentioned Intel's role in all of this, because I don't need to. You figure it out.

Tenchu

[chipguy]

Again, as far as I can tell the footing of both companies is becoming a lot more equal

Oh really? When did AMD's third 300 mm fab come on line?
When did AMD ramp production to 1 million 90 nm MPUs
per week? When did AMD release an x86 processor designed
from the ground up for the mobile market? I must have missed
all these press releases.