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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Joe NYC who wrote (156814)	1/25/2002 12:25:27 AM
From: Elmer	Respond to of 186894

AMD's main problem is inability to sell more chips. So the question is how would AMD sell additional wafer worth of output, not how to produce it. I only said it had been suggested here that AMD intentionally held back production. I didn't say I believed it. I believe the yield problem theory does the best job of explaining all the evidence(or the Yield/binsplit problem if we want to get more technical). In which case AMD has two problems. Inability to make more and inability to sell more if the could make them. AMD's flash sales went from $458M in Q4 2000 to $196M in Q4 2001, or down 57%. The $250M of lost revenue is the reason AMD is in the red. Could be, and Intel suffered along also. EP