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

To: TGPTNDR who wrote (63841)11/16/2001 12:32:21 PM
From: peter_lucRespond to of 275872
 
tgptndr

"How about excessive pessimism in August/September caused lessened wafer starts for AMD?"

Unfortunately, I think so, too. Otherwise AMD should not yet be sold out of two Athlon XP speed grades, as Andreas reported in an earlier post.

Peter



To: TGPTNDR who wrote (63841)11/16/2001 4:17:08 PM
From: fyodor_Respond to of 275872
 
tgptndr: How about excessive pessimism in August/September caused lessened wafer starts for AMD?

How does this differ from my "a"? (unexpectedly high consumer demand)

How about P-4 low K process causing low yield and splits.

Covered by: d) Supply problems from Intel, causing consumers to buy AMD instead, creating a shortage of AMD parts.

-fyo


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