Advanced Micro Devices Inc (AMD)

[sgolds]

jhalada, don't forget that large numbers of wafers will be needed to build inventory for Athlon64 for end of year sales. Meanwhile, Barton will still command the bulk of AMD sales this year. Of course, we still have legacy processors being produced (TBred-B at least, others?). I don't have any numbers to make a reasonable estimate of how many wafers will be needed for each processor but I am having a hard time believing that AMD will be able to produce enough Opterons this year to be market constrained.

However, I do note that IBM does not have its server product ready yet and has not committed to a ship date. So the others will have more supply than I had presumed.