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To: Elmer who wrote (168476)7/19/2002 6:25:17 AM
From: Dave  Respond to of 186894
 
Good question.

I believe this is not the case since Inventories were relatively flat for several quarters. If AMD "held" their wafers back, I would expect an increase in Inventories.

Since AMD's fab(s) are capable of about $1B in sales per quarter, I believe there was little or no change in AMD's yields. I just believe that AMD's fabs are not running at capacity.

This issue can be further explored when AMD sends out
their 10Q


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