Advanced Micro Devices Inc (AMD)

[sgolds]

Petz, essentially correct but not as difficult as that -

XP yields will have to be pretty decent to maintain or increase Athlon XP units while increasing Athlon 64 units by 4x to 10x, as is the plan according to the CC.

Probably most of the XP supply for Q4 is already built and packaged. Add to the usual lead time that AMD had to build a supply for Q4 so that they can be starting 90nm K8s this quarter. I'm sure the XP production was front loaded to make room for the K8 production.