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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 214.990.0%Dec 26 9:30 AM EST

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To: dale_laroy who wrote (50196)8/7/2001 5:02:34 PM
From: AK2004Read Replies (1) of 275872
 
Dale
I guess that current production capacity is much higher than 30% (as per Jerry a while back). Lets say it is 35%. Moving to .13 would roughly double that (.18/.13)^2. Maybe amd can farm out 20% or so. 10% would be left for transmeta and such
We'll have to delay flash at fab25 though but I doubt that anyone would complain
:-))
Regards
-Albert
ps intel on another hand is moving toward 500% of market demand. Someone forgot to tell barrett that it is hard to sell more than 100%
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