Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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

To: Yousef who wrote (79584)	5/6/2002 9:12:33 PM
From: fyodor_	Read Replies (1) \| Respond to of 275872

Yousef: Higher voltage will negatively impact both device stability and reliability. It's a question of how much. Yes, I realize that. I meant impact as in "unacceptably impact"&#133 The other question is the stability of the yield bin at the higher voltage. If it isn't well characterized, then deliveries could be impacted. However, I see your point ... AMD is losing market share as we speak. How long can AMD "hold on" ??!! Even with a wide bin distribution, AMD could just run more wafers. Sure, it's not free, but it just seems that they have little choice at this point. The next 2-3 quarters are not going to be fun (which, again, is why I am not holding any AMD stock atm). -fyo

To: Yousef who wrote (79584)	5/6/2002 9:45:02 PM
From: Joe NYC	Read Replies (1) \| Respond to of 275872

Yousef, AMD is losing market share as we speak What are you basing this statement on? Did you predict AMD gaining market share last Q? If so, please post a link to your post. I am really looking forward to a reliable source to use for estimate unit shipments and market share. I have not come up with any leading indicator that would show +/- 1 to 2% market share changes. (BTW, Teletubbies - as an indicator - have been are no better than broken clock). The only thing we can use with a degree of certainty are the ASPs. It is apparent when they are going up or down. By how much? That's another story. Joe