Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 240.58

-2.5%

3:59 PM EST

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To: andreas_wonisch who wrote (3479)	8/3/2000 9:51:33 AM
From: milo_morai	Read Replies (3) of 275872

<font color=red>The Duron dearth could also be related to the industry-wide capacity crunch. AMD is experiencing greater demand than it can satisfy. Although it opened a new manufacturing facility in Germany, only 30 percent of that new capacity is operational, according to AMD. and... As a result, the company is probably making the logical choice of dedicating its energy to making Athlon chips rather than Durons. "They'd be crazy to say, 'Let's not make $600 chips. Let's make $150 chips," noted Peter Glaskowsky, an analyst at MicroDesign Resources... Milo

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