Replies to post #54015 on Advanced Micro Devices Inc (AMD)

[kpf]

bobs

Hector's trip to the orient was obviously a shopping trip

I don't think it was at all. If I understand it right he visited motherboard makers. Now if Hector travels out to Far East for whatever reasons he cannot do that without meeting AMDs manufacturing partner in the area as well. Now some journalist's idea of a CEO's tasks turned all that to a shopping trip for capacities.

Now that leaves unanswered what it was he found important enough to put the importance of his personal attendance behind. Going on a limb on it I'd venture it could have to do with the next integration step I speculated about here recently.

K.

[Tiger64]

You have to juggle fabs for 6-12 months for transitioning production processes...