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

To: AK2004 who wrote (200327)	6/3/2006 11:38:04 PM
From: Sarmad Y. Hermiz	Read Replies (2) \| Respond to of 275872

>> between 5% and 10% The AMD-centric view of this low number would be 1- NGMA yield is very low, Intel just cannot produce them in quantity, regardless of how much the market might clamor for them. 2- Intel is afraid there is an unknown defect in the chips, and does not want to make too many before they undergo real customer experience. --------- I think the slow ramp means that Intel is using only newly installed capacity for NGMA, and not switching any capacity from another chip. And that's what the $5.6B cap-ex is going to. They'll stop making old products as demand dries up for them.