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

To: UpNDown who wrote (189630)3/13/2006 9:09:58 PM
From: combjellyRead Replies (1) | Respond to of 275872
 
"I'm afraid it might get to the point where customers (OEMs) are on allocation for processors in Q3."

By Q3, AMD will have Fab30, have ramped Fab36 for 2 quarters and will have processors from Chartered. If OEMs are still on allocation, AMD will have 35%, maybe 40% of the market. And you see this as a problem because...?



To: UpNDown who wrote (189630)3/13/2006 10:22:45 PM
From: j3pflynnRespond to of 275872
 
UnD - Allocation isn't the worst of worlds...
Not the absolute best, where demand is just a hair over supply, but pretty good as long as you time the allocations well and don't let it get totally out of hand. Hector doesn't strike me as likely to let that happen.


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