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

To: Petz who wrote (134510)10/2/2004 2:57:31 PM
From: DRBESRead Replies (1) | Respond to of 275872
 
Petz, read my previous post. Does not a switch over to 90nm absorb very meaningful capacity ? I am not in that industry so I do not know.



To: Petz who wrote (134510)10/2/2004 3:05:25 PM
From: Elmer PhudRespond to of 275872
 
Petz

remember that Q4 is the only quarter AMD is guaranteed to be producing at max capacity. The last publicly available data is from Q2, which is NEVER a full-capacity quarter.

Which means weak demand. I think I said that.


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