Bad hardware: "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%"
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