I remember someone posting an article a bit back, the last time this came up, that actually showed AMD closed the FAB before they claim the Intel stuff happened, I think it was because their new Dresden FAB was coming online at the time. I wasn't defending AMD at all but was rather pointing out the one thing some people miss, even to this day. Intel no matter what has more production power than AMD having more FABs than AMD.
Even if AMD was selling every last CPU, when they cannot meet the supply and demand the companies will go elsewhere to meet that said demand.
Then add in Intels marketing, being more well known and that means they will still sell even more.
I think if AMD didn;t buy ATI right after Core 2 hit and Barcelona was a success, it could have been a much different story. I think AMD would have profited and had the funds to build more FABs and put more into R&D.
But that didn't happen. They overpaid for ATI, Barcelona was not successfull, especially with the recall on server parts, and so AMD started taking losses which hit them hard as all get out. If the same events happened and Intel didn't "bribe" the OEMs, AMD still would have lost market share and still would have had losses.
Still, this is what I can say: intel and AMD have gotten over it, everyone else can too.
might want to check some facts then, AMD announced the fab closures the exact same time that gateway publicly announced they will not sell AMD cpus, the same time that other companies started doing the same thing. This is the time of the athlon, just about to release the Athlon XP to wipe the floor with Intel in performance and no one will sell your cpus?
Just a reminder of cpu status back then:
http://www.xbitlabs.com/articles/cpu/display/athlon-xp-1800.html
And your not going to sell it? At this point in time, 2001, AMD has no clue why they are losing sales. They don't find out till around 2005.
http://www.theregister.co.uk/2001/09/25/amd_shuts_fabs_fires/
AMD was absolutely NOT fab constrained. Think about this in a business standpoint instead of saying "oh thats an old fab, doesn't count." you have 2 choises, sell, or upgrade.
choice 1: Currently you can't sell what cpus you make, does it make sense to put 1B in upgrading for future (1-3 year rough timeframe for an overhaul) sales that you don't know are coming.
choice 2: Currently you can't sell what cpus you make, save some money, and unfortunately fire people close and sell the plant.
This is what you do when your making money.
http://www.eetimes.com/electronics-news/4084184/Samsung-to-upgrade-U-S-fab-cuts-500-jobs
And again, as soon as that upgrade was done ... http://www.affinityproperties.com/wordpress/2012/01/18/samsung-could-spend-1b-to-boost-austin-complex/
you upgrade. ya, some people lost their jobs, but when the fab re-opened, more jobs were needed. Kinda hard to keep them working without machines for 2-3 years.
Say it all you want that its in the past, it doesn't change the fact that the damage done is
Permanent and cannot in any way shape or form be undone. Intel won, thats why AMD is "no longer competing with Intel."
Intel got off easy with paying AMD 1.25B. This doesn't help AMD recover time lost trying to figure out why they can't sell anything rather than making sure the next greatest cpu is in the R&D shop. IMO justice would have been to allow AMD access to all Intel research for 1 year and to give AMD an entire fab plant.