Advanced Micro Devices - Moderated (AMD) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 231.94

+0.1%

Jan 20 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Hans de Vries who wrote (238650)	8/12/2007 1:49:44 PM
From: wbmw	Read Replies (1) of 275872

Re: 2007: 85 million CPU in house + ~15 million CPU @ Chartered Fantastic, Hans. 100M CPU capacity, and they've only gone through 26.4M so far this year. investorvillage.com I guess that means 73.6M in H2 2007, by your data. AMD doesn't have to wait until Q4 to sell 25M CPUs. They can do it in Q3, and still have enough in Q4 to reach 80% of the market. Either that, or they have some major undercapacity charges coming up. Thanks for the data.... Edit: Possibility #3: AMD's charts don't mean anything. I guess people here don't want to consider that option, since they take everything AMD tells them at face value, including you.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next