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

To: Elmer Phud who wrote (219656)	12/8/2006 1:27:03 PM
From: tecate78732	Read Replies (1) \| Respond to of 275872

Okay, I know you were discussing things that may or could have happened because none of us really knows AMD nor Intel's yields etc. One can read MPR and get some insight if they want to.

To: Elmer Phud who wrote (219656)	12/8/2006 1:42:20 PM
From: Rink	Read Replies (3) \| Respond to of 275872

(Kate,) Elmer claimed: "I don't claim things that I can't prove to be fact" And he said: "So let's wrap this up because it's getting tiresome. #1 Intel over built fab capacity because they underestimated AMD's market share gains. #2 Intel overbuilt P4s because of #1. They now have excess inventory and excess fab capacity because of #1 & #2." Then I said: "However if there is idle capacity like Elmer claims he should have evidence for..." Kate, How can you claim that what I said is a wrong interpretation please? Elmer, How exactly does this have anything to do with me knowing English only as my second language? Regards, Rink