Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 210.78

-4.8%

Dec 12 9:30 AM EST

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To: Buckwheat who wrote (156537)	4/16/2005 12:42:07 AM
From: Elmer Phud	Read Replies (4) of 275872

Buckwheat I think you're wrong. Intel can likely produce millions of Smithfields and the incrimental cost is negliable if they can maintain ASPs. AMD can not compete in this market because they can't produce high volumes to keep pace. DC will sell if they're price competitive and Intel says they intend to make millions of Smithfields this year. According to Intel's Love, Intel will ship "millions" of dual-core parts this year, but the company anticipates that dual-core shipmets will make up 70 percent of its server processor shipments and 85 percent of its desktop and mobile shipments at the end of 2006. extremetech.com With AMD's Difficulty in either selling or producing volume it looks like Intel might produce AMD into a real corner.

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