Replies to post #71662 on Advanced Micro Devices Inc (AMD)

[bobs10]

you...

What period are you talking about? According to Dirk, AMD was not capacity constrained last quarter.

me...

See my previous post. AMD stated that they were capacity constrained in at least the 2 quarters previous to q106. I suspect product was tight for an additional quarter or two before that.

I've said before, but here goes again; there at least 2 flavors of capacity constraint. One is the kind most people think of; namely they go to BB and can't find a machine with the processor they want. The other kind is the type that keeps OEMs and others from using AMD products because they are unsure once they've committed that AMD will be able to deliver. The second type is by far the most insidious and the resolution of those doubts by AMD is one of the things that's driving the current design wins. It's also one of the primary reasons that even if NGA is a homerun there will be a significant time lag before INTC can do much damage to AMD sales.