Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 203.76

-1.1%

Nov 21 9:30 AM EST

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To: jcholewa who wrote (16134)	10/26/2000 2:51:35 PM
From: dale_laroy	Read Replies (2) of 275872

Sorry, but with P4 pushing consumer buttons on desire for 1.0+ GHz, through Q3 2001 Intel's market share will not be limited by their own capacity, but rather by AMD's capacity. AMD will be able to run a combined total maximum of 9000 wafer starts per week beginning in Q1. Average yield per wafer, at least 210 processors. This is 1.89 million processors per week, 24.5 million processors per quarter, potential. Of course, lines have to be taken down for various things, such as maintenance and mask changes, but 14.4 million processors in Q1 would not be unobtainable. This would give AMD well over one third the total market in Q1.

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