Advanced Micro Devices Inc (AMD)

[Snowrider2]

WMBM,

This is the part of the article that has me wondering about AMD's capacity.

The raw numbers we hear are above 10 million CPUs, but the time frame keeps changing. Some people say hard targets of three to four million CPUs a quarter, other give mildly different variations. Several sources are pointing at 33-50% of Dell business desktops in the near future.

There is a lot of variation in these figures and I think AMD can meet the low end to mid range demand (3M to 4M), but I doubt they can provide 10M units a quarter to Dell and still keep their other customers full.

Snow