Advanced Micro vs Intel (AMD / INTC) Message Board

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Technology Stocks : Advanced Micro vs Intel (AMD / INTC)

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To: inex who wrote (2544)	1/10/2008 4:19:42 PM
From: Elmer Phud	Read Replies (1) of 2596

It was my understanding that the Fab would be converted to 300mm incrementally and that production would not halt. Production has halted. amd.com Slide 6. Last 200mm wafer out of Fab30 November '07. Fab38 (new name for Fab30 after 300mm conversion) transition to 300mm on track for '09. What would you do differently assuming that they are executing as well as they can? Nothing. I don't see any hope for AMD except possibly for new management and a new BOD. Maybe someone new can think of a winning strategy with the resources they have available. Given the X86 settlement between AMD and Intel, the ONLY hope AMD has of continuing to exist as a company is to somehow steal sales from Intel and capture as many incremental chipset/GPU sales as possible. This strategy would allow AMD to limit Intel's ability to print money and hopefully start to level the playing field... The playing field is level. It always has been. That doesn't guarantee success for a company that makes bad decisions or takes on the wrong foe. When AMD has a good product they make money. When they screw up they lose money. Nothing wrong with the playing field. It's AMD's management and their hate Intel mentality. After the conversion of Fab 38, what if AMD discovered that they could actually breakeven without making any money on CPU's??? I'm not much for dreaming. I don't think they can but it's your money to do with as you please. BTW, that same pdf file has this comment: "Ramping 45nm in 1H08". Do you think this is an honest statement? Do you think anyone including AMD's customers believe that? Is it to AMD's advantage to constantly make statements that undermine their credibility?

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