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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 239.41-3.0%2:15 PM EST

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To: Monica Detwiler who wrote (66385)12/27/2001 6:19:47 PM
From: ptannerRead Replies (1) of 275872
 
Monica, re: Dresden capacity & status

Just a brief followup to my earlier post that you referenced. I have not found anything new to add but still hope that the analysts ask some good questions in this regard at the next CC. All too often they seem to get lost with "tree" questions rather than "forest." It would also seem time for AMD to finally say that Dresden is fully ramped since they have reiterated the 100% at 4Q01 (which I have assumed as wafer starts at the end of the quarter - the latest this could be true rather than earlier in the quarter).

-PT
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