Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 237.61

-7.2%

3:59 PM EST

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To: rsi_boy who wrote (219591)	12/8/2006 8:17:58 AM
From: THE WATSONYOUTH	Read Replies (2) of 275872

It's been a while since AMD hasn't had the performance crown. Their good fortune now has a lot more to do with supply constraints of the Core2 than anything else. What happens in Q1/Q2 as Core2 fquency goes up and price comes down?. Supply constraints for Core 2?? How can that be? Why.... just last night, Elmer assured us CWM yields were outstanding leading to a lot of idle capacity. How do you explain that given your claim of supply constraints? Actually, I do think Intel will have a much better Q2 and Q3 07. Not sure about Q1 though. I think Intel should have been able to switch over to high volumes of CWM sooner. Based on their projected product mixes for Q4, Q1, and Q2, they can't. THE WATSONYOUTH

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