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


To: The Duke of URLĀ© who wrote (124077)6/18/2004 4:54:11 PM
From: Joe NYCRespond to of 275872
 
Duke,

Seems to me that says AMD's supply constrained.

AMD can make what they sell at current prices. Introducing new 939 processor (at lower speed and lower price) or lowering prices (by releasing faster speed grade) would cause an imbalance, so AMD is holding off until the 90nm supply arrives next quarter.

It is not a bad thing that AMD is now able to sell out processors at premium prices. It has always been a challenge for AMD.

Joe