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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: economaniack who wrote (165069)7/13/2005 5:11:55 PM
From: Joe NYCRead Replies (1) of 275872
 
Economaniac,

don't think AMD has been supply constrained any time since the 1999 K6 disaster.

My recollection is that last time AMD was supply constrained was Q3 2000, when Fab 30 was still ramping up. In Q4 2000, AMD missed their estimates, as they could not sell out the production.

Joe
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