Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 217.53

+1.6%

12:59 PM EST

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To: UpNDown who wrote (189630)	3/13/2006 9:09:58 PM
From: combjelly	Read Replies (1) of 275872

"I'm afraid it might get to the point where customers (OEMs) are on allocation for processors in Q3." By Q3, AMD will have Fab30, have ramped Fab36 for 2 quarters and will have processors from Chartered. If OEMs are still on allocation, AMD will have 35%, maybe 40% of the market. And you see this as a problem because...?

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