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


To: Petz who wrote (149151)1/26/2005 2:05:27 PM
From: eracerRead Replies (2) | Respond to of 275872
 
Re: You guys are VASTLY underestimating the cost ot Intel's margins of a wholesale abandonment of single core chips.

Intel cannot manufacture 45M Smithfields in a quarter, period.


No one is suggesting anything close to the wholesale abandonment of Intel single core CPUs for Smithfield. I was talking in the range of 1 million Smithfields for the entire year. Should we be worried that AMD won't be able to produce 10 million Toledos a quarter later this year?