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To: Elmer who wrote (150864)12/3/2001 6:09:51 PM
From: Joe NYC  Read Replies (2) | Respond to of 186894
 
Elmer,

How do you explain the low numbers of processors coming out of 2 fabs todate?

Inability on part of AMD to sell more. AMD has been demand limited for probably 12 months now.

Joe



To: Elmer who wrote (150864)12/3/2001 6:42:23 PM
From: andreas_wonisch  Respond to of 186894
 
Elmer, Re: How do you explain the low numbers of processors coming out of 2 fabs todate?

They can't sell more processors than around 8 million right now because there isn't enough demand. Of course you could argue that AMD just had to lower prices more. But it gets more and more difficult to "stimulate" demand by lowering prices the lower you get. Probably some lines are just idle or not ramped up yet (in Dresden).

Andreas


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