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To: Gottfried who wrote (183636)3/3/2006 9:45:00 PM
From: The Duke of URL©  Respond to of 186894
 
Thank you for the post.



To: Gottfried who wrote (183636)3/3/2006 9:51:44 PM
From: The Duke of URL©  Read Replies (1) | Respond to of 186894
 
Interestingly enough, and I am certainly not the expert here, but my general sense of things is that Intel is producing at damn near 100% capacity.

How can that be? They just built 28 Billion, with B, new plant and equipment.

Have they mis-allocated? Are they ramping?

Did Dell cancel a big order? All the apple stuff is new.



To: Gottfried who wrote (183636)3/5/2006 5:52:58 PM
From: THE WATSONYOUTH  Respond to of 186894
 
AMD, citing Mercury Research figures, said it jumped to 16.4 percent of the x86 server chip market during the fourth quarter of 2005. It held 12.7 percent of server chips in the third quarter of 2005.

I believe I predicted about a year ago AMD would have 17% server share exiting Q4 05. If SUN had done the expected, AMD would have made it. Meanwhile.....Elmo, the ultimate Intel stooge, said AMD would never top 12% server share in any quarter. Oh my.

THE WATSONYOUTH


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