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

To: Saturn V who wrote (255273)8/5/2008 10:29:17 PM
From: dougSF30Read Replies (1) | Respond to of 275872
 
I agree with everything you say other than the capacity claim. Unless you mean a testing/packaging bottleneck, because with thousands of Atoms per wafer, they've got that capacity already. It doesn't take *that* long to adjust output up to whatever level they want.



To: Saturn V who wrote (255273)8/5/2008 10:38:33 PM
From: mas_Read Replies (1) | Respond to of 275872
 
If and when Atom pricing gets to the $10 range or less, AMD could lose a big chunk of its sales and revenue.

With dual-cores going for 40 odd dollars and offering 4 times the performance I really doubt it.


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