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

To: jspeed who wrote (214851)10/25/2006 9:17:39 AM
From: Joe NYCRead Replies (2) | Respond to of 275872
 
jspeed,

Do you have the text of Tim Luke report?

Joe



To: jspeed who wrote (214851)10/25/2006 10:36:38 AM
From: Elmer PhudRead Replies (1) | Respond to of 275872
 
jspeed

Don't waste your time talking about yield in terms of %. It doesn't mean anything unless you compare identical die size.



To: jspeed who wrote (214851)10/25/2006 1:33:10 PM
From: dougSF30Read Replies (1) | Respond to of 275872
 
Petz has already clarified that it was supposedly a *mobile* shortage combined with *desktop* price cuts, which obviates the need for a supply problem.


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