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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 221.450.0%3:59 PM EST

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To: Charles R who wrote (4892)8/14/2000 4:09:43 AM
From: PetzRead Replies (2) of 275872
 
Chuck, you continue to insist that AMD should have been able to make millions of additional chipsets and it could easily have sold more CPU's, BUT
1. Employees on JC's have stated that AMD has been trying to build up the chipset operation and can't find the employees instantly. The chipset employees are getting sick of overtime. Maybe you could step in and help.
2. I believe AMD is demand limited for CPU's over $150. IOW, if AMD could make 4M Tbirds this quarter, they would never sell them. 50% growth per quarter (Q2) for the high end chips was a pretty steep curve. 100% growth per quarter is only possible because its part low-end.

Petz
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