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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 210.77-4.8%3:59 PM EST

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To: Charles Gryba who wrote (81314)6/2/2002 1:45:24 PM
From: wanna_bmwRead Replies (1) of 275872
 
Constantine, Re: "If AMD hadn't slipped all their schedules the last 12 months they would have gotten 30% don't you agree?"

No. In fact, the idea is preposterous. Foundry space isn't ready to be online, fab25 is ramping down, and fab30 by itself couldn't possibly support the 14M or so processors needed by AMD to claim 30% MSS - even at full capacity with .13u on schedule.

wbmw
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