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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 249.66+7.6%3:59 PM EST

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To: Yousef who wrote (79584)5/6/2002 9:12:33 PM
From: fyodor_Read Replies (1) of 275872
 
Yousef: Higher voltage will negatively impact both device stability and reliability. It's a question of how much.

Yes, I realize that. I meant impact as in "unacceptably impact"&#133

The other question is the stability of the yield bin at the higher voltage. If it isn't well characterized, then deliveries could be impacted. However, I see your point ... AMD is losing market share as we speak. How long can AMD "hold on" ??!!

Even with a wide bin distribution, AMD could just run more wafers. Sure, it's not free, but it just seems that they have little choice at this point.

The next 2-3 quarters are not going to be fun (which, again, is why I am not holding any AMD stock atm).

-fyo
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