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

To: economaniack who wrote (165069)	7/13/2005 5:11:55 PM
From: Joe NYC	Read Replies (1) \| Respond to of 275872

Economaniac, don't think AMD has been supply constrained any time since the 1999 K6 disaster. My recollection is that last time AMD was supply constrained was Q3 2000, when Fab 30 was still ramping up. In Q4 2000, AMD missed their estimates, as they could not sell out the production. Joe

To: economaniack who wrote (165069)	7/13/2005 5:21:40 PM
From: Elmer Phud	Read Replies (3) \| Respond to of 275872

EC Your claims that AMD and its investors just assume that something is amiss because they don't get the sales they expect fly in the face of all the evidence we have at the moment. Which is none. We have accusations. Don't confuse the two. While some of the accusations correlate to actual events there are plenty of other explanations to account for them that do not require strongarming, bullying, intimidation or anything illegal. Tough competition can feel unfair to the loser, that doesn't make it unfair and it certainly doesn't make it illegal. It does make for good whining though. You have expressed a view that has already drawn a conclusion without seeing the facts. That is prejudice by definition.