Taran,
There is no evidence to support what you are saying.
If they had the capacity or capital to build the capacity don't you think
that they would try to supply Dell?
Or become something other than a minor market share player?

Apple and other minor market share companies etc. operate without fabs, but
IBM can produce even less than AMD and could not innovate the PowerPC to
work in laptops, hence the Apple move to Intel.

Mike
>Michael F. Pitsch
>[EMAIL PROTECTED]

-----Original Message-----
From: [EMAIL PROTECTED]
[mailto:[EMAIL PROTECTED] On Behalf Of Taran Rampersad
Sent: Friday, November 18, 2005 11:50 AM
To: The Digital Divide Network discussion group
Subject: Re: [DDN] Video: the $100 laptop at WSIS

Mike,

I beg to differ - AMD can supply the demand; in fact if they can't they
quickly could. The reason Intel and AMD have the market positions that
they do is mainly because of Wintel, and that's rapidly eroding. Bear in
mind I'm not defending the MIT Media labs $100 million laptop. I'm
talking about AMD and Intel.

AMD produces less expensive processors, and does a good job at keeping
Intel honest on pricing. That doesn't mean that they don't have the
capacity to produce more, they simply don't have a demand which they
need to supply. Since Intel is a rarity - it has had the Holy Grail of
Six Sigma zero defects (by selling 'defects' as lower grade chips, it is
rumored), and spending lots of money on R&D, Intel retains a strong
market position despite Microsoft's inability to come out with a true 64
bit operating system, thus making Intel much more friendly to Linux. And
I imagine that the Apple deal was a boon for Intel.

I'm pretty sure if someone orders a million processors from AMD, they'll
be able to supply it... and in doing that, they boost their own
competitive stature in the processor market.

Executive Director wrote:

>Andy,
>You of course realize that this may never become anything at all.
>
>AMD doesn't have the fabrication plants to compete with Intel, or even
>supply Dell, much less provide these chips for a worldwide market.
>
>Only Intel spends the billions on fabs to keep up with current demand.
>
>I still believe that reuse is the bridge which spans the digital divide
both
>nationwide and worldwide.
>
>Mike
>*************************
>Michael F. Pitsch
>Executive Director
>Tech Corps Wisconsin, Inc.
>[EMAIL PROTECTED]
>http://www.tcw.org
>
>Tech Corps Wisconsin, Inc. is a statewide, non-profit volunteer 
>organization dedicated to bridging the digital divide by providing 
>access to technology for children.
>  
>


-- 
Taran Rampersad
Presently in: San Fernando, Trinidad
[EMAIL PROTECTED]

http://www.knowprose.com
http://www.easylum.net
http://www.digitaldivide.net/profile/Taran

Coming on January 1st, 2006: http://www.OpenDepth.com

"Criticize by creating." - Michelangelo

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