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

To: Elmer who wrote (76017)	4/1/2002 4:30:31 AM
From: fyodor_	Read Replies (1) \| Respond to of 275872

Elmer: If you believe AMD then you are faced with the fact that AMD couldn't sell even half Fab30's theoretical capacity during the busiest quarter of the year while Intel was capacity constrained and AMD held the performance lead. That could be worse than yield problems. Ok, I've seen you present this argument several times now. I believe there is a fundamental flaw in your reasoning: Considering the global economic outlook at the time, it's not unreasonable to assume that AMD limited wafer starts to what they expected to be able to sell, without predicting that Intel would suddenly be unable to satisfy demand. By the time AMD realized the shortage, it would take them ~10 weeks to get an increase in volume through the pipeline. -fyo