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

To: Joe NYC who wrote (154993)	4/6/2005 12:39:19 PM
From: Elmer Phud	Read Replies (1) \| Respond to of 275872

Joe If you say they are at capacity (due to bad yields), but the silicon output doubles, 1.33 (units) 1.5 (die size) = 2, it is pretty clear they were not at capacity, wouldn't you say?* Sure and if that happens then it will show they aren't at capacity. AMD went from thoroughbred (~80 @130nm) to a mix of throughbred equivalent (~80), Barton (~100), Newcastle (~150) Clawhammer (~200), Sledgehammer (~200). While I don't know th breakdown, the average die size has to be somwhere between 100 and 150. I don't think it has to be. It depends on the weight. What would be the point of all the mobilization of sales forces, what would be the point of strong arm tactics, no point of cheating on benchmarks, if all your competitor could produce was what they were producing, and everybody else wanting a PC would have to come to you? Joe when you go off into fantasy land about Intel strongarming there's no point in my going there. Have a nice whine.