Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 227.90

+2.0%

Jan 15 3:59 PM EST

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To: eracer who wrote (148455)	1/20/2005 1:10:37 PM
From: Petz	Read Replies (2) of 275872

The difficulty with $240 pricing for Smithfield from an AMD point of view is that Intel can make >20M Smithfield chips a quarter if it so chooses, while AMD cannot make >3M dual core chips, at least I don't think they can, which would only match the current overall market share. Petz

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