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

To: Jim McMannis who wrote (80918)5/29/2002 11:06:29 AM
From: wanna_bmwRead Replies (1) | Respond to of 275872
 
Jim, Re: "That's not as bad as it sounds, particularly on a mobile chip that can garner a higher ASP."

In terms of competitiveness, it will be great for AMD. In terms of margins, it probably won't make a difference. But in terms of total manufacturing capacity, AMD's potential wafers out will be reduced with any increase in the die size of their major products.

wbmw


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