Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 207.67

+2.2%

Jan 12 3:59 PM EST

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To: Elmer Phud who wrote (214777)	10/24/2006 3:30:30 PM
From: jspeed	Read Replies (1) of 275872

Isn't anyone willing to admit there's a problem here? According to Tim Luke's estimates (and by the way he was right on the nose at 23% marketshare), AMD produced about 4M 65nm MPUs last Q. On the Q3 ER CC, Dirk Meyer said that AMD was at about 10,000 wafer outs/month on their 300mm production. That actually puts them slightly ahead of schedule.

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