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

To: Joe NYC who wrote (219543)	12/7/2006 10:31:52 PM
From: dougSF30	Respond to of 275872

It could also be the reason why Intel is afraid to produce native quad core chips. What would be the yield on those? Presumably 0% for the first 9-12 months of market demand, just like AMD's!

To: Joe NYC who wrote (219543)	12/7/2006 10:39:20 PM
From: golfbum	Read Replies (2) \| Respond to of 275872

i'm not sure what the value of this debate is. you'll never get clear stats intel's yield. unless byrant starts taking underutilization charges you'll never know what level the fabs are running. the only clear measure comes 4x a year when they declare publicly the size of their inventory and whether or not they're taking a charge for it. you can occasionally get other indicators from unscheduled price moves. i haven't seen any of those lately. the rest is just chest beating... gb