Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 213.43

+6.2%

Dec 19 9:30 AM EST

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To: Dan3 who wrote (64889)	12/4/2001 11:59:18 AM
From: TimF	Read Replies (1) of 275872

AMD will have a capacity of 5K * 13 * 315 = 20 million CPUs per quarter by the end of next year... And world demand has been running about 32-35 million CPUs per quarter.... And AMD will be getting additional Durons from Taiwan foundries... And VIA will be shipping some CPUs of its own, too.... It's a good thing for Intel that the losses in their "other" business are declining, since they may not have much else by the end of next year. I think some of your estimates are high. Also if there is so much overcapacity coming on line in the industry ASPs could head south again... Tim

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