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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Elmer who wrote (100145)	3/27/2000 1:44:00 AM
From: tejek	Read Replies (3) \| Respond to of 1572630

AMDroids will not discuss these two points in the same post because of the obvious conflict. They can sell everything they make but for some unexplained reason they won't make all they can sell??? Fab30 is idle and Fab25 is underutilized while Intel is still capacity constrained. I don't know which AMD long you are referring to that says that AMD can sell everything it can make....I certainly have not read their posts. As for me I don't know that AMD can sell everything it can make right now. And I would assume, at least right now, that they can't at a level that would justify opening Dresden. You seem to want to ignore the economic issue that surrounds the Dresden opening so that you can beat on that toy drum of yours. I would think you might be better off to focus on whether AMD will do well this quarter and beat the consensus, and thereby increase the value of your shares. But it seems Intel investors like to get into somewhat more esoteric subjects when discussing to their investments. As for Intel being capacity constrained.....that seems to be the belief of only the Intel longs and a couple of analysts. The rest of the world, including the popular press, believes otherwise. But I understand that your Intel capacity strained story dovetails well with your AMD story. ted PS Now you will remember that I said in the same post that I don't know if AMD can sell everything it can make and thats why I think Dresden has not opened yet?!!! Your little tin drum gets annoying from time to time....