Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 214.78

-0.1%

9:40 AM EST

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To: fastpathguru who wrote (210623)	9/11/2006 11:45:06 AM
From: Tenchusatsu	Read Replies (2) of 275872

FPG, Do elaborate, please... I'm not sure K8 really qualifies as "betting the farm," especially after the success of K7. The gains made by Opteron weren't the result of some gamble by a high-roller, but the result of incremental gains cemented over a long period of time. Fab 30, however, meets every definition of "betting the farm," as the more conservative approach would have been relying on foundries. Jerry said, "Real men have fabs," and he was right. Tenchusatsu

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