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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 198.12-5.2%Dec 17 3:59 PM EST
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To: AK2004 who wrote (201967)6/13/2006 8:12:42 PM
From: Sarmad Y. HermizRead Replies (2) of 275872
 
>> Intel is unlikely to meet Dell's demand for conroe

I don't expect the bottleneck to be processors. Rather system sellers willingness to convert their product line (unless all their old inventory is gone). Intel can drown the market in CPU's, as they showed in December. And by now they've added at least 10% to their 65 nm capacity.
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