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

To: Elmer Phud who wrote (155028)	4/7/2005 10:17:44 PM
From: TimF	Read Replies (1) \| Respond to of 275872

"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. Joe's point was that it has happened. Of course that only shows that they were not at capacity then (or if they where that capacity has increased by at least 2x). It doesn't prove they are not at capacity now. I suspect they aren't at capacity, but I have no hard data to back it up. Tim