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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: Joe NYC who wrote (138402)	11/1/2004 1:55:56 PM
From: KeithDust2000	Respond to of 275872

Joe, good post, of course I´m aware of seasonality, and I´m not suggesting that the demand will be there. Current trends rather suggest it won´t. I just want them to make sure IBM is ready anytime in 2005 should the competitive opening be there. I agree with Dell and many analysts that AMD doesn´t have a credible manufacturing story for anything but a niche player in 2005/06, just like now. Yes, I know, Fab36 etc., but that´s nothing but a vague projection at this point, and certainly not something OEMs would prefer to INTEL´s proven fabs running full steam now. A second source ready to go could give OEMs the confidence they need to use AMD´s K8 in more than just a few consumer models. Or make them start using AMD for the first time. And, how many K8 will AMD ship next quarter? It´s just as much a question of credibility as it is of theoretically available capacity. I think the credibility must be there first, and then the demand can follow. Not the other way round.