Those were CJ's comments that I was quoting, although I pretty much agree with his estimates.
I'm not so sure the move to DC will be as fast as INTC thinks. Perhaps INTC is still thinking it can move the market where ever it wants? And who knows, perhaps it can, but I think single core for the middle and low-end will still be the dominant processer by the end of next year. As I mentioned the other day the k6-2 running W2000-pro that my wife uses seems able to do everthing I need. However, the next Multi-media machine I buy will probably be dual core, but that's going to be a high-end product with a limited market.
Do you really think AMD is going to stop using fab30 for processors? What I see happening is AMD continuing to push X86 everywhere with a whole new emphasis on Geodes. Given my experiences with the K6-2 I see no reason why updated x86-32 bit chips using 90nm processing couldn't find their way into what I expect will be an explosion of portable "univerisal communicator" type products.
As far as capex expenses go I doubt if they will increase that much. A lot of the fab30 depreciation costs will soon be ending as fab36 costs start up. Cash flow seems much more important, and I expect AMD to become or nearly achieve profitability in q2. But certainly, one of my goals for AMD is to get it off financial life support, for good, next year.
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