BAD HARDWARE WEEK

There are many sites around wasting thousands of man-years in a try to explain why AMD will progress faster than Intel. Or not. But here is an quite simplified explanation. In 2008, global market for PC will be some 300M pieces. Currently, Intel produces some 200M and AMD close to 50M each year. My question is the following: Can Intel double its sell until 2008?. No, of course not even their CEO would fly cannon ball at each IDF. Except people will buy more than one PC for their home. Can AMD double its sell until 2008? Yes, it can.
After second source fab at Chartered and two existing fabs, AMD could produce and sell 100M PC processors alone in 2008. So what? Intel share of PC market will fell from current 80% to some 65% in the year 2008 and AMD's could rise to 33%. Thus what to do with your shares? Think yourself.

LATEST: AMD CONFIRMED THIS STORY
“The increased capacity provided by Fab 36 will contribute to our goal of DOUBLING total production output from 2005 through 2008. We are positioned better than ever to serve our customers long-term needs and achieve our AGGRESSIVE growth objectives.”

Yet another confirmation
By 2008, AMD hopes to have the factory capacity in place that will allow it to produce 30 percent of the processors for the PC market.
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