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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 214.18-0.5%Dec 31 3:59 PM EST
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To: Petz who wrote (155371)4/8/2005 3:31:51 PM
From: Joe NYCRead Replies (1) of 275872
 
Petz,

When you are selling commodity product, such as flash, it is hard to expect to be very competitive without 300mm fab on the very competitive technology. When (and if) AMD gets there with SP1, we may see a more sustained profitability. Until then, it will be hit or miss at best.

Joe
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