Replies to post #85316 on Intel Corp (INTC)

[Elmer Phud]

fpg --

You believe everything you hear from AMD. If only doing was as easy as talking AMD would have taken over the world.

[tatertot]

But surely you do not disagree with the original claim that TSMC wins over GloFo are bad for AMD and good for Intel?

EDIT for Elmer:

(out of posts for today)

I mean other third-party wins going to TSMC over GloFo, not AMD deciding where to have its parts made. Say, nVidia for example. To the extent that GloFo cannot get additional non-AMD business, it is bad for them (hence bad for AMD CPUs), and therefore good for Intel.

[RGood]

FPG,

Bullsh&^


They (gloFlo) haven't built any fabs yet.

Keep shaking your green pom poms.

Ronster

[Tenchu]

FPG, > Moving forward, AMD can leverage this further with designs that are geared towards packaging more mm/sq into higher margin parts, i.e. MCMs, Fusion, etc. that could never have been contemplated before given the requirement to allocate limited capacity between boutique and mainstream parts.

That assumes that AMD was capacity-constrained and couldn't make all the higher margin parts it wanted.

My view is that AMD was actually starving for demand. They had to move their products by pricing them very low, e.g. quad-cores were going for well under $100.

Tenchu