Advanced Micro Devices Inc (AMD)

[sgolds]

Duke, yes, I would imagine that AMD would starve the independent market in order to build a safe backlog for a large commitment by HP. It is a balancing act. They are trying to time manufacturing increases with OEM commitments; presumably, fresh manufactured supply will ease the pinch on the independents soon. Since the wafer starts for August supply would have started in May/June, AMD knows how soon they can rescue the independents.

They have to make it all come together for the back-to-school supply next month.

That just happens to be when 90nm starts hitting the street. The calvary is coming!