Advanced Micro Devices Inc (AMD)

[Not a Short]

The only way I can see to "cherry pick" during manufacturing based on your explination (which I find resonable) is if you assume the parts that bin lower won't sell at all. Then you get the highest bin parts getting shipped and the lowest binning parts getting destroyed (hopefully before they get to packaging or assembly or whatever you call it).

Now at the distributor/retail level you could test for speed assuming the manufacturer downbinned parts for marketing reasons. At that point someone could cherry pick. Of course that only matters to the retailer/end user.

I think his comments are based on concern about AMD's ability to manufacture sufficient parts to meet market demand above the threshold already set by thier previous products and previous products of their nearest competitor (INTC). Wether or not he understands manufacturing processes is immaterial to his concerns about AMD's ability to make a profit.