Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 223.47

+4.3%

Jan 2 9:30 AM EST

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To: Elmer who wrote (52728)	8/28/2001 11:29:32 AM
From: Joe NYC	Read Replies (2) of 275872

Elmer, Are you saying that you think Intel is going to the larger L2 to force AMD to follow suit and thus further restrict AMD's fab capacity? It would make sense to me. All AMD really has is one fab, and uncertain plans for the upgrade of the other. Let's say 6 months to 1 year from now, it will be impossible to sell a processor from Austin Fab, and AMD will be back to a single fab vs. vast surplus capacity of Intel. If Intel forces AMD to go with larger L2 caches, AMD will again end up with capacity limited to 5 - 7 million processors, and Intel will have no need to wage price wars. It will be more or less like 2000, when AMD had "issues" that put a cap on the # the chips that AMD could sell, and Intel just filled the remaining 83% of demand at good prices. Joe

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