Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 231.83

+1.7%

Jan 16 9:30 AM EST

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To: peter_luc who wrote (35416)	4/11/2001 3:21:34 AM
From: dale_laroy	Read Replies (2) of 275872

"It is going to become increasingly difficult for AMD." I would say that this would be very good news for AMD. If Intel gets this serious about ramping production of P4, a processor shortage will develop. After all, Intel is probably sacrificing at least 3 P-III processors for every P4 they are shipping. Thus to produce one third of the number of P4 processors as they currently are P-III processors they would need to devote their entire existing 0.18-micron capacity to P4 production. Even if they add 50% to their capacity by the end of the year, they will be producing only 84% of their current volume in processors.

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