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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 231.80+1.7%Jan 16 3:59 PM EST
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To: Joe NYC who wrote (148876)1/24/2005 5:51:47 PM
From: pgerassiRead Replies (2) of 275872
 
Dear Joe:

Perhaps the yields are world class. Their problem is that the bin split's speeds are second class (or GASP, third class). To get enough into good speed bins, they must process a bunch more. Alternatively they missed far to the upside demand and must let these idle plants just rust away. Given that they upgraded some recently, the former is far more likely (making their statements in the CC disingenuous at best).

Pete
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