SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 221.02+6.4%Jan 13 3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: pgerassi who wrote (121765)5/18/2004 11:16:40 AM
From: Pravin KamdarRead Replies (4) of 275872
 
Pete,

Still looks like another two month slip to me.

Volume production was supposed to have started in mid April. That would put fab out around the later half of July, and in customer hands by mid August. There should have been hundreds of thousands in Q3. Now it sounds like low tens of thousands. The language also implies that they have lowered the volume of production starts.

Not everything has to be spun positively.

Pravin.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News