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

To: Elmer who wrote (77041)	4/13/2002 4:54:06 PM
From: niceguy767	Respond to of 275872

Elmer: "You mean you could make some sense out of his post? Just what is it that's obvious? That ASPs have gone down? That the semiconductor industry is in a recession? That Intel has more capacity than they can use right now? You guys are the masters of the obvious. Maybe all this is over your head too?" but, but Elmer...If INTC has 25% additional fab space and quarterly INTC cpu shipments have declined 25% in the past 2 years in contrast to AMD's which have been growing...and you then claim AMD is suffering yield problems on the one hand, while on the other you claim INTC's yields are fantastic, perhaps even you, are able to appreciate the inherent contradiction in what you are claiming...I know logic's not your strong suit, but surely the foregoing basic logic isn't "over your head"...(By the way, your previous explanation, that the additional 25% fab space is used to produce non-cpu product does not stand up under financial statement scrutiny, but what else is new???)