AMD strictly moderated (AMD)

[bobs10]

you...

bobs, from the CC, on capacity constraints

"we don´t believe we are capacity constrained"

"planning very tightly with our customers"

"executing well"

"we´re balancing things reasonably well"

"inventory levels fairly lean"

"not affected any customers in Q4, don´t plan to do that in 2006"

I think this is interesting...

me...

Yeah, AMD has obviously been doing a surperlative job with a difficult problem. I'm frankly amazed that they were able to kick out so many processors in q4. Given seasonality, and fab36 starting to come online things should improve some, but with the head of steam AMD now has and the dismal lineup INTC still has we should see another record quarter in q1.