Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 217.53

+1.5%

Nov 28 9:30 AM EST

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To: Joe NYC who wrote (76126)	4/1/2002 10:24:49 PM
From: Bill Jackson	Read Replies (1) of 275872

Joe, I expect flash to rebound very rapidly since many people need to get their orders in for summer/fall builds of all manner of things. The short supply lines of JIT ordering do not mesh well with 8-12 weeks production advance notice, although most people know this, the downturn led people to collapse orders and many will get left short. Alcatel for one is busy buying stuff from others now, so that will make a host of new clients for AMD. Yes, A chip set has a lot fewer transistors than a CPU, but does use more power on average for driving external loads, so older .25 u fabs are ideal for this task, even .35 or .50 is fine as well. Bill

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