Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 214.99

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Dec 26 9:30 AM EST

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To: Gopher Broke who wrote (69167)	1/27/2002 7:12:04 PM
From: Elmer	Read Replies (2) of 275872

You say that Itanium is a "real system" yet it sold only about 100 in the last year. How many hammers has AMD sold? How many systems do they have? How many motherboards are there? How many samples have they sent out? How many wafers have they processed? How many demo's have they done? How many 64 bit apps are there? How many customers do they have? The answer to all of the above is ZERO! How many hammer faxes have they sent out? Now here is where AMD can produce in high volume! You say AMD has poor yields from Dresden and can only make 10s of thousands of XPs, yet they sold millions last quarter. The "10s of thousands" was in reference to XP2000+. The discussion was that the top of the line XP is almost as fast as NW. AMD said they made "10s of thousands" of those so what's the problem? You calling AMD a liar? They also said they hit full capacity in Q4. They also call their yields "World Class". They should have been able to ship 8 million XPs from that fab. They didn't come close with their "World Class Yields". You calling them liars? I am. EP

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