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


To: TGPTNDR who wrote (147761)1/13/2005 3:58:29 PM
From: AK2004Read Replies (3) | Respond to of 275872
 
re: That may be a secondary concern. Intel's primary concern is charges for under FABS/utilized equipment.

TGPTNDR

You are correct about underutilized capacity. It is hard to imagine, though, that Intel would build that capacity if not for AMD threat. So we are back to hurting AMD so it would be harder for AMD to find $$$ to finance its growing CPU business ......

Just my 2c

-AK