Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Process Boy who wrote (85327)	1/6/2000 12:39:00 PM
From: Kevin K. Spurway	Read Replies (2) of 1573333

Re: "Semiconductor manufacturing capacity concerns can be diabolical with its long lead times to bringing new capacity online and huge capital outlays. Too much capacity and its a huge cash drain. Not enough and we see stuff like todays announcement." One of the things they teach you in Industrial Organization 101 is that successful monopolies make sure they maintain excess capacity. It's a significant barrier to entry. Guess Intel was too stupid to figure that out--giving AMD a window with Athlon. Kevin

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