Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 206.14

-4.1%

Nov 25 3:59 PM EST

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To: Elmer who wrote (77032)	4/13/2002 11:58:56 AM
From: niceguy767	Read Replies (1) of 275872

Elmer: With all those new fabs and fabulous yields at INTC, will INTC ship 30 million cpu's in q1??? after all, before these new fabs and that January/02 "inundation" of Northwoods that you promised, INTC was shipping over 30 million/quarter cpu's, weren't they??? oh ya, I forgot, INTC is using all that additional fab space they've brought on line over the past couple of years to generate all those non-cpu revenues...INTC fab space has increased by 25% in 3 years and revenues have shrunk by 25% since FY00...And Elmer is convinced that AMD has production and yield problems...hehehe...Global Crossing just wrote off $8 billion in goodwill, wonder how much of that $5 billion, INTC is going to Write off...Oh, I know, goodwill isn't a real cost...hehehe!!!

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