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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 251.32-3.2%3:59 PM EST

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To: fyodor_ who wrote (123948)6/17/2004 12:09:21 AM
From: Elmer PhudRead Replies (2) of 275872
 
fyodor -

What you say is possible, along with other possibilities as well. We have been trying to keep things simple to pass the Occam's razor test. The known problems associated with SOI biases the discussion in favor of yield problems when attempting to reconcile output with capacity, but I agree your explanation can not be ruled out.
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