AMD Asset Smart Caught In A Catch 22

[Guest]

Mountain House (CA) - AMDs Q1 presentation was different - different from what we had heard in the past five quarters.

AMD Asset Smart Caught In A Catch 22 : Read more

 

[cashkennedy]

If AMD still needs 2.2 billion in investments to compleatly convert Saxony to 45nm, but the asset lite strategy and investments cant happen till a few months after the first profitable quarter. How will AMD have large amounts of 45nm parts by the end of this year to catch up to Intel? Cosidering the time it would take to convert the Saxony Fabs after the investments were finally negotiated after the first profitable quarter.