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

To: gvatty who wrote (243081)	10/31/2007 9:02:40 AM
From: kpf	Read Replies (1) \| Respond to of 275872

Does Intel have poor yields or insufficient capacity to meet demand? Neither - nor. Intel just needs an explanation for AMDs inroads into its mobile mss. Communicating openly any attempt to defend its mobile-mss would have a devastating effect on ASP would not be wise, would it? Blaming themselves for something else is their best option. Whatever bogus that is, its cheerleaders believe about everything it comes up with to suppress hereric thoughts this could have anything do with its competitors products. ;-) K. p.s.: Watching how busy the cheerleaders get to confirm each others belief of the bogus beats any comedy - the Intel censored show is particular amusing: :-) siliconinvestor.com

To: gvatty who wrote (243081)	10/31/2007 12:08:24 PM
From: Sarmad Y. Hermiz	Read Replies (1) \| Respond to of 275872

>> Does Intel have poor yields or insufficient capacity to meet demand? I don't think it is yield, because profits are high. Poor yield is poor only if it causes poor profits. It has to be insufficient capacity due to either poor allocation (to other not so popular products), or insufficient because demand outstrips all the capacity they can allocate.