Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: dougSF30 who wrote (238201)	8/6/2007 12:15:43 AM
From: Sarmad Y. Hermiz	Read Replies (1) \| Respond to of 275872

It still looks to me that institutions are terrified of AMD's ability to destroy profits for the industry. But somehow, it doesn't dissuade them from holding AMD shares, yet. AMD has enough funds to live another 6 months. Then they'll probably sell a $Billion or two in shares. By then fab 30 will be idle or irrelevant. And it will be unlikely that Fab 36 can supply enough parts to engage in a price war. Except maybe at the lowest end. This quarter's inventory figure will be a telling indicator for AMD's production capacity. I expect that for the next couple of years, AMD will be supply limited in mid and high end. If they choose to swing their mix to barc parts, then they'll be limited in the low end too.