Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 209.43

+0.9%

3:45 PM EST

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To: Joe NYC who wrote (154976)	4/5/2005 11:57:33 PM
From: THE WATSONYOUTH	Read Replies (2) of 275872

BTW, I still say that AMD is demand limited, that Dresden can produce more than what we see today. FWIW, I estimate AMD can make 11 million/quarter with the mix and die sizes discussed here. More if yields are higher than I assumed. However, they will only produce them if they are all ready guaranteed to sell. I expect Intel to compete vigorously on price everywhere except the mobile area. They very much need to maintain that high profitability and will do so even if they allow some AMD market share gains there since the mobile market is growing so fast. I think Hector needs to get very aggressive in both the mobile and server area. THE WATSONYOUTH

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