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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 4.25-1.2%Apr 23 4:15 PM EDTNews

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To: fastpathguru who wrote (269957)5/15/2012 11:32:12 AM
From: Elmer PhudRead Replies (1) of 273260
 
Not quite the "running away from the pack" yet, are we?

It's unfolding right before your eyes and you still can't see it.

Intel already has competitive cellphone parts on 32nm and almost unlimited capacity coming online at 22nm which is in production as we speak. If you were an OEM would you trust your future to the stumbling and bumbling foundries or make a switch?

Of course you'd trust the foundries because they're cheaper and that's all that matters. One thing though that I don't understand. If they can't deliver, why don't they drop the price even further and sue Intel?

Parts is Parts.
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