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

To: combjelly who wrote (65472)	12/12/2001 3:15:46 PM
From: TGPTNDR	Respond to of 275872

CJ, Re: <You mean that you think Fab30 will produce almost 6.5 million processors in Q4?> AMD sold 7.7 M in Q3. Jerry said ~50% of that was Duron, but he didn't say that 50% was produced in FAB 25. He did say he sold everything he could make out of FAB 30 and that he couldn't sell everything he could make out of FAB 25. So I'm guessing that more than 1/2 of the 7.7M were out of Dresden. I figure 4M MINIMUM. That would leave 6M or less for Dresden this Q to make 10M for the year. Could happen. I'm also guessing there will be a shift from ~50% Duron to ~40% Duron this Q. tgptndr