Advanced Micro Devices - Moderated (AMD) Message Board

STOCKTALK

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 198.12

-5.2%

Dec 17 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Elmer Phud who wrote (154974)	4/5/2005 10:14:28 PM
From: Joe NYC	Read Replies (3) of 275872

Elmer, @80mm, they should have been able to produce >17 million die per quarter. They didn't... I think you're being a bit naive here... I am not sure you read my post. I have always said that AMD is demand limited. You kept saying it is possible AMD has bad yields and is capacity limited. When AMD was selling 6M at 80mm^2, you sere seying this. I said that mayby one day we will get to test your theory. It was proven not to hold much water in H2 2004, when AMD sold 33+ percent more processors than 6M @ 8M, with average die size up some 50% from 80mm^2 to some 120mm^2. Now you still say that AMD may be at capacity. Maybe, maybe not. I hope we will get to test it, and AMD will past the next test. BTW, I still say that AMD is demand limited, that Dresden can produce more than what we see today. Joe

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next