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

To: combjelly who wrote (59357)	10/19/2001 4:47:55 PM
From: wanna_bmw	Respond to of 275872

Combjelly, Re: "Ok, I see where you are going with that. Still, do you honestly think that these things would reduce the number of wafers by 30-40%?" No, not by that much. But it is just a contributing factor that you must be aware of if you are going to second guess AMD's manufacturing capabilities. In the end, it will be a mystery, even if we were to divine all the factors that need to go into a close calculation, and even if we were to make very educated guesses. I simply don't think that AMD will magically have capacity to supply 33% of the CPU market, especially if they only have one fab to do it. Of course, with .13u production, and a fully ramped Dresden, they will probably get more capacity than they have now, even with the single fab. Just not 57% more capacity. wanna_bmw