SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 249.66+7.6%Jan 21 3:59 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Dan3 who wrote (51958)8/21/2001 8:58:56 PM
From: wanna_bmwRead Replies (3) of 275872
 
Dan, Re: "But if SOI does work out, AMD will likely ramp Gresham and try to take Intel out completely."

The Gresham fab has machinery for flash. It doesn't become a processor fab overnight. And even if AMD could get extra capacity out of it, there is no way on God's Holy Planet that they will topple one of the world's biggest businesses over the course of one year. Your helpless optimism amazes everyone, Dan.

wanna_bmw
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext