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Replies to post #79612 on Advanced Micro Devices Inc (AMD)

Replies to #79612 on Advanced Micro Devices Inc (AMD)

tecate

03/03/07 10:27 PM

#79613 RE: kpf #79612

It seems AMD, I hope you see this.
http://chip.seekingalpha.com/article/24383

http://chip.seekingalpha.com/article/25094

Elmer Phud

03/03/07 10:40 PM

#79614 RE: kpf #79612

Klaus

I heard Andy mumbling about underutilization charges.

He didn't mumble, he said Intel took underutilization charges. Inventory is going down. You fix that by backing off wafer starts. That can lead to underutilization charges.