Advanced Micro Devices - Moderated (AMD) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 231.83

+1.7%

Jan 16 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Dan3 who wrote (44259)	6/14/2001 12:41:33 AM
From: Joe NYC	Read Replies (1) of 275872

Dan, With Dresden not much past 50% two quarters ago (when the first of the wafers being offered for sale this quarter were being started) AMD's capacity may be a fair amount less than 9 to 10 million parts for the current quarter. Given that Q4 2000) capacity was claimed to be 8 million units (7.2 million K7 were promised, if the demand had not collapsed, + some K6s). Add 2 quarters of capacity additions in Dresden, 700 wpw each quarter, or 1400 wpw of additional capacity, which should translate to some 2 million chips per quarter, we have at least 10 million, using basic arithmetic. Joe

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next