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

To: Dan3 who wrote (248278)	3/4/2008 2:15:33 AM
From: wbmw	Read Replies (1) \| Respond to of 275872

Re: Re: the numbers you are quoting refer to "Additions to Property, Plant, and Equipment". It goes up when Intel builds new fabs, and it goes down when Intel leverages existing structures. >> Exactly. Investment goes up when Intel feels the hot competitive breath of AMD on the back of its neck, and it goes down when Intel feels secure in its monopoly such that it can just keep selling mostly old stuff with much less of a need to invest in expensive new FAB equipment. That's funny, Dan. When AMD leverages existing fabs and equipment, they are being wise and innovative, but when Intel leverages existing fabs and equipment, it's a sign that they are overly secure in their monopoly status. I guess the more things change, the more you stay the same. No need to respond, I've heard this FUD from you before.