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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 259.66+1.4%Nov 3 3:59 PM EST
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To: pgerassi who wrote (243200)11/1/2007 9:23:18 PM
From: TenchusatsuRead Replies (1) of 275872
 
Pete, there's a lot of good conjecture in your post, but in the end, that's all it amounts to.

You're right in saying that yield problems might not be as temporary as I suggested they could be. My point is that it's better for everyone if Intel is capacity-constrained due to outside factors like high demand than if Intel is that way due to yield problems. I believe it's the former.

Tenchusatsu
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