Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 213.50

+6.2%

Dec 19 3:59 PM EST

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To: porn_start878 who wrote (15810)	10/25/2000 11:36:06 AM
From: Petz	Read Replies (1) of 275872

max, <AMD will need .13u early in Q3, which is unlikely.> Intel needs it at about the same time to continue to ramp P4 volume without affecting P3 volume. If 0.13u is not significantly contributing to P3/P4 volume in Q3, there will be a CPU shortage again. The 3:1 ratio of P3's per wafer to P4's per wafer will kill total output if 0.13 is "late." My own humble opinion is that neither AMD nor Intel will have any significant 0.13 output in Q3, and that the CPU shortage will occur, even with a modest (15%) YOY increase in computer shipments. Petz

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