Re: I think it is much more likely that AMD is suffering yield problems
Elmer,
I can walk into Best Buy, or Circuit City, or CompUSA, or any other place in the world where computers are sold, and all of the most profitable, desirable, and expensive machines use processors from a company with a market share of 20% and a market cap 1/43 that of its only competitor.
All of the expensive, profitable, machines use AMD chips, all of them. Profits on 1 high end CPU are 5 to 10 times as great as profits on a low end CPU.
To me, this does not say AMD has a yield problem, it says that Intel has a binsplit disaster.
Dan |
