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

To: AK2004 who wrote (147763)	1/13/2005 4:03:19 PM
From: TGPTNDR	Respond to of 275872

AK, Re:Just my 2c> Your two cents are always worth more than that to me. Re: < It is hard to imagine, though, that Intel would build that capacity if not for AMD threat.> I'd agree with tha also. In an ideal world, for INTC, where INTC had no competition they'd not worry about prices or performance. only volumes. It'd help the landfill situation as their dumpsters wouldn't be as full... -tgp

To: AK2004 who wrote (147763)	1/13/2005 7:38:01 PM
From: Elmer Phud	Read Replies (1) \| Respond to of 275872

AK2004 It is hard to imagine, though, that Intel would build that capacity if not for AMD threat Hard for you to imagine maybe, not me. Intel is attempting to get into Communications in a big way. It's planning for success. They need capacity to process Comms wafers and that means more fabs.

To: AK2004 who wrote (147763)	1/14/2005 9:08:59 AM
From: hmaly	Read Replies (1) \| Respond to of 275872

AK2004 It is hard to imagine, though, that Intel would build that capacity if not for AMD threat. I don't buy that. Most companies, under pressure from a competitor, try to get mean and lean. Building extra capacity is the opposite. You could say Intel is building those 300mm fabs to get mean and lean, but then Intel would have to also close down extra capacity. There is another reason for Intel's extra capacity, and that is the failure of Itanium, which is a huge chip, and would have required a huge manufacturing base. Intel probably is still hanging on to the older fabs, because they still feel Itanium will be a success in the future, and they want to keep the extra manufacturing base, just in case.