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Wednesday, 07/13/2005 6:29:01 PM

Wednesday, July 13, 2005 6:29:01 PM

Post# of 97563
capacity issues

A very good CC. I'll have to go back and listen again but it sounds like AMD is already bumping into the capacity ceiling. This is a quarter or so sooner than I thought and probably will limit market share growth in H2. Too bad charter or fab36 aren't ready as it sounds like there's a lot of demand for AMD product out there. The good news is that they apparently built up inventory in H1. This probably explains why AMD has had stable to rising ASPs over the quarter?
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