Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 207.34

-0.1%

1:22 PM EST

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To: ChrisBBo who wrote (210608)	9/13/2006 4:46:56 PM
From: jspeed	Read Replies (1) of 275872

Jerry handed him a golden opportunity, and he squandered it by being a year late with FAB36 If AMD had FAB36 at 100% capacity and a super-duper core at the end of '05 they would be in no better position than they are today. At that time AMD had no presence in the commercial market, about a 11% marketshare in notebooks (still lacking a platform), and could not possibly have more momentum in server share. Without Dell, they were still not in a huge chunk of the desktop market. They were already selling over 50% of the consumer desktops. So where is the advantage in taking on the additional technical risk and debt for the extraneous capacity? These markets had to be systematically opened and minimizing risk while that was happening was the smart thing to do.

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