Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Sarmad Y. Hermiz who wrote (184337)	5/25/2006 10:15:52 AM
From: Dan3	Read Replies (1) \| Respond to of 186894

Re: AMD had an accidental success A six year long accident? Keep in mind that AMD supplies about 1/4 of the CPU market with 15,000 employee's while Intel supplies the other 3/4 using 100,000 employees. This market is going from Intel having 4 CPU FABs to AMD's single FAB last year to Intel having 4 FABs to AMD's 3 FABs. There is an inevitable, brutal price war shaping up for the second half of this year and Intel has a lot of work ahead of it to reduce its costs. Until this year, Intel could count on economies of scale to let it stay larded up with huge fixed costs but as AMD's capacity triples AMD is seeing a huge increase in the number of parts across which it can distribute fixed costs. Meanwhile, things are heading in the opposite direction for Intel and its staff of 100,000.