Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 214.90

-0.1%

Dec 26 3:59 PM EST

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To: fyodor_ who wrote (63838)	11/16/2001 11:11:27 PM
From: Joe NYC	Read Replies (2) of 275872

Fyo, How about f) I have no idea what's going on, because a) The consumer demand is not high (expectedly or unexpectedly) b) Only 1 company can have binsplit problems at the time. If both companies have trouble delivering the top speed-grade, it's a tie, resulting in no problem for either side. c) I doubt any capacity is being taken out of production in order to convert to .13u. Mostly, it is new capacity that is .13u. There is a plenty of .18u capacity to satisfy some 125% to 150% of current demand d) there is no shortage. There is a plentiful supply of 2 GHz P4, AXP 1800+ and 1900+ on pricewatch Joe

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