Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 217.91

+0.9%

Dec 5 9:30 AM EST

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To: marcotte_2000 who wrote (194655)	4/20/2006 8:58:37 PM
From: Joe NYC	of 275872

marcotte_2000, The question is: who are they going to sell all those CPUs to? Specially the ones with the old, obsolete technology. Just curious My guess is that they are not going to slow down the production of NGA just because there are a lot of old CPUs in the inventory, and they are stil going to build old parts just in case the NGA parts go FOOF (or something worse - FDIV). That, it seems to me is setting the stage for a massive write-off in Q3 or Q4. Joe

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