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


To: Ali Chen who wrote (66337)12/27/2001 9:28:58 AM
From: niceguy767Respond to of 275872
 
Ali:

Kinda like the Yield issue raised by the latest repackaged Intelabee swarm who seem to relish in complicating the simple...They can't seem to grasp the notion that although AMD has maintained the same amount of fab space over the past 2 years, AMD is now shipping record units of PC processors...The repackaged swarmers can't deal with the notion that in the same period, INTC's fab space has probably increased (that's certainly what one of the swarmers was promising not so long ago), yet INTC is nowhere near shipping record numbers of PC processors...Somehow in such an environment, they argue that AMD's yields are unsatisfactory, while at the same time INTC yields are fantastic...If this repackaged swarm reflects INTC logic, no wonder INTC's profit dropped close to $10 billion last year...