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

To: ptanner who wrote (64904)	12/4/2001 8:49:51 AM
From: Dan3	Read Replies (1) \| Respond to of 275872

Re:If AMD is currently selling just under 8M processors and this is about 20% of the market how would 10M yield 50% They have (theoretical, maximum) capacity for 20 million TBred/Barton sized die. 6 million of the larger Hammer die would take up the FAB space of up to 9 million TBred/Barton die - taking AMD down to 17 million units per quarter. Add in 4 million units from UMC and they produce 21 million units per quarter, which should satisfy 50% of next year's (hopefully improved) market.