SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?


To: Elmer who wrote (156046)1/17/2002 3:03:01 PM
From: Dave  Read Replies (1) | Respond to of 186894
 
Elmer,

That is true also, but I didn't listen to AMD's CC. While Intel faced more Demand than Supply, AMD might not be in a similiar "situation". It also could mean, what you propose, that AMD cannot manufacture enough uPs...

It could also mean that AMD did not forsee any demand in the upcoming Q and chose not to run their fab "optimally", if AMD has the luxury of doing so.