Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 215.11

+0.1%

Dec 24 12:59 PM EST

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To: Tony Viola who wrote (1226)	7/19/2000 2:59:56 PM
From: Petz	Read Replies (1) of 275872

Tony, re:<Maybe this type of banter is actually getting childish, and talk of sheer capacity is now the germane topic.> In that case AMD should be your pick ahead of Intel. Q2's output included Dresden output at only 10% of capacity. Some have reported that WSPW (wafer starts per week) are now at 25% of capacity. That gives us the following progression: Q1 - 1.0 Q2 - 1.1 Q3 - 1.25 Q4 - 1.5 Q1 - 1.75 Q2 - 2 No way can Intel match that ramp. AMD's only problem is selling them, and barring some unforseeable disaster, that won't be a problem for this year at least. Petz

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