Advanced Micro Devices Inc (AMD)

[wbmw]

Re: For one thing I'm really interested in the INTC ongoing shortage situation. AMD's shortages I can understand, but INTC's, give me a break. How does a company with at least 3 65nm fabs now online and less than industry standard growth continue to have shortages? Really, just what is INTC producing in all those fabs? Are yields that terrible?

What are you saying? That capacity issues in Q4 2005 are somehow indicating that Intel isn't ramping their 65nm plants well enough? I'd be surprised if 65nm accounted for more than a couple percent of Intel's production last quarter. This quarter, it will be more, but there hasn't been any data on this yet. I expect to hear more later today at the earnings conference.