Advanced Micro Devices Inc (AMD)

[imho]

bobs10,

I wonder how well the P4/Pd would have done if AMD hadn't be severely capacity constrained during most of that period. It's becoming increasing clear that the only thing that kept AMD from huge market gains during the period was a lack of capacity.

What period are you talking about? According to Dirk, AMD was not capacity constrained last quarter.

IMHO