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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 214.990.0%Dec 26 9:30 AM EST
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To: dougSF30 who wrote (156166)4/13/2005 8:51:20 PM
From: neolibRead Replies (2) of 275872
 
AMD has NEVER been in such a strong position with its CPG business.

I agree for most of 2005. Less sure about 2006. Intel has a pile of cash, and great motivation to end this situation. How effective they are at achieving that is the big question.

Regarding fab 36, these things are almost ALWAYS late, not early. So I would guess that holds true here as well. I think H1 of 2006 must be carried by the existing fab, with Fab 36 kicking in well in H2. With Intel at 65nm for 9-months+ before AMD. Intels design problems somewhat leveling the field for AMD however.
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