Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 246.76

-0.5%

Nov 14 9:30 AM EST

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To: gzubeck who wrote (207880)	8/8/2006 12:48:36 AM
From: Elmer Phud	Read Replies (1) of 275872

Apples needs and Dell's needs are two seperate things...what does apple need 2-3 million processors per quarter vs Dell's need of 10 million +... I'm afraid I've missed your point. I made no mention on Dell. I was pointing out that all available information shows Intel pulling in schedules and in my opinion Apple wouldn't have finalized their conversion by well over a year if they didn't have confidence in delivery. I also responded to another's post that new NGA Intel product was available on newegg while according to the poster new AMD product supposedly released some time ago was apparently unavailable. Were AMD fanatics interested in an objective view of manufacturing capability then I would have expected them to have taken notice of this. Being an investment forum, I would think that anything that affects AMD's ability to deliver product would be of concern to investors.

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