Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 209.04

+0.7%

3:59 PM EST

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To: pgerassi who wrote (81254)	6/1/2002 9:58:20 AM
From: Charles Gryba	Read Replies (1) of 275872

Pete, you are correct that Intel may not ramp that quickly but I think all their .13 fabs are not yet fully ramped anyway so I think they will use the spare capacity in those fabs to ramp Prescott. Also, you're making the assumption that AMD will deliver and ramp Hammer with no more slips. Personally, I want the Hammer to succeed but it's not a done deal yet... C

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