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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 219.83+1.1%3:59 PM EST
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To: AK2004 who wrote (200332)6/4/2006 12:09:46 AM
From: Sarmad Y. HermizRead Replies (2) of 275872
 
>> well that is probably because there are obvious shortages

No not shortages. I think the lines that make the end-of-life chips can't make NGMA chips. So there is no capacity to be gained (immediately) from killing them.

>> it is just your 30% figure was somewhat unrealistic

I understand. And I was wanting to figure out why the NGMA ramp can't be faster. The answer has to be that sufficient 65 nm capacity is not available yet.
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