Advanced Micro Devices Inc (AMD)

[Elmer Phud]

Spokeshave -

You didn't direct this post to me but something tells me you won't mind if I jump in<G>.

Do you not think it is possible that Intel got caught up in the "irrational exuberance" of the tech bubble and made plans and commitments in anticipation of continued stellar growth that never materialized?

I don't think this is the case anymore. F24 was put on hold for just such reasons but building was restarted earlier this year.

Conversely, is it not possible that yields are not as good as they were two years ago? Is it not possible that there is a mix of the two that explains the aded capacity that seems unused?

Both of these are entirely possible, I've never argued that they aren't. I've only argued that you can't conclusively determine yield problems to be the cause of your discrepancies. I never comment one way or the other on Intel's yields.