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

To: THE WATSONYOUTH who wrote (218238)	11/30/2006 5:08:07 PM
From: Elmer Phud	Read Replies (1) \| Respond to of 275872

TWY I count 5 300mm fabs. Without getting into the argument of what yields really are, it is common knowledge that Intel has too much capacity now and 2 more 300mm fabs under construction. Also chipsets have now migrated to 300mm so it gets much harder to calculate potential output. Suffice to say it's a lot. Frankly, I don't know what they're going to do with it all but in my view there's a real price war coming.