Friday, May 26, 2006

AMD's striking new fab announcement on May 29th


AMD will steal public interest in front of Intel's nose. New fab in 2008 and a new roadmap will be announced by the end of this month. I am eagerly waiting to see how AMD will do it, ramping fab 36 (picture left) and simultaneously building a new fab worth $4,8+ Billion.

Is that the real reason why Dell dared to lose Intel's benefits? I wouldn't like to be now in skin of Intel's investor. Nothing is guaranteed anymore.

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