Advanced Micro Devices Inc (AMD)

[dacaw]

Capacity & shortages

I think we should keep in mind a couple of factors.

1. There may be induced shortages as AMD seeks to introduce new steppings. I guess that they may be launching the SiGe strained stepping about the same time as Yonah, i.e quite soon. Best to clear the channel of existing stock.

2. In the past the grey market has been a problem with big OEMs overordering then dumping their surplus on the open market. This has been solved, in part, by the Processor-in-box. Thus big OEMs are less likely to overbuy and we may see shortages in built computers lines even though there is a ready supply of parts for the DIYer.