Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 217.91

+0.9%

Dec 5 9:30 AM EST

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To: Elmer who wrote (75453)	3/24/2002 4:55:25 PM
From: hmaly	Read Replies (1) of 275872

Elmer Re...Those alternatives were either yield problems or lack of customer demand, or both. <<<<<<<<<<<<< Why can't it be both, in that there was a lack of demand, which allowed AMD to start setting up 13mn processing.Hector said as much in his q4-01 CC. > I would have to say that we are ramping and using it as per our ability to sell the product and we are not selling everything we make and obviously as we convert the factories to 130nm, we are doubling practically the capacity of that factory. <<<<<<<< jc-news.com What amazes me is that you can't seem to understand lack of demand during a recession. It happens to everyone. Personally, I would rather invest in a company which can produce enough to meet its needs and then some 20 - 30% to meet higher demand. If you have more capacity than that, shutter some fabs; if you a have less, build some. AMD took the first option, Intel needed to build some. You seem to equate Intel needing to build fabs signs of a big increase in demand for P4 ships; whereas, when you look at the numkbers sold, Intel didn't sell many more chips than previous quarters, even including Xbox. The fact that P4 takes such a big die,and thus needs a lot of fab space is not a plus for Intel to me.

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