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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: combjelly who wrote (43817)	6/11/2001 1:22:44 PM
From: heatsinker2	Read Replies (2) \| Respond to of 275872

Comb- re. AMD operating at capacity or not. To me, the most significant thing about the Intc conference call was when Barrett said that Intel had gained "a little bit" of market share. At first glance, this doesn't appear good for AMD. However, we must not forget that Intel has consistently maintained that they are maintaining market share when it is clear that AMD has made significant gains. So if Intel say their market share has gone up a little, that probably means the inverse: AMD market share has gone up a little. Since Intel has been slashing prices on the P4, this is really good news. AMD has been hanging in there in a difficult period. The new mobile and MP Athlons won't do diddly for Q2, but we are laying the basis for continued market share gains later in the year. I like it.

To: combjelly who wrote (43817)	6/11/2001 4:26:15 PM
From: Charles R	Read Replies (1) \| Respond to of 275872

<If you can find any other statement other than wafer starts,..> You were looking at the wrong place - Q1 2001 earnings instead of Q4 2000 earnings. I said in an earlier post: "The somewhat more easier way is to check AMD Q4 2000 earnings (released January of this year) conference call and find out what Jerry says about AMD's capacity. " And, in case if you still can't find that, here is the answer: 8 million units. Note that this is production (i.e., excluding boatload of inventory that AMD had accumulated by that point.)