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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 214.18-0.5%Dec 31 3:59 PM EST
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To: combjelly who wrote (80873)5/28/2002 11:57:55 PM
From: wanna_bmwRead Replies (2) of 275872
 
Combjelly, well when you put it that way, sure it sounds reasonable. But so have the countless other estimates on AMD's manufacturing capabilities, that have thus far failed to explain why they are effectively outputting at half capacity in Dresden right now (and that's *if* you believe in "world class yields"). So thanks for the insightful prediction, but I'll hold my skepticism until I can see what AMD delivers with their new product lines.

wbmw

P.S. as an afterthought, it just occurred to me that Barton now has 512KB of cache, which would increase AMD's K7 die size, and decrease the number of "potential chips" that they showed on their older marketing slide.
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