Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 217.54

+1.6%

12:59 PM EST

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To: eracer who wrote (201110)	6/8/2006 1:58:52 PM
From: BUGGI-WO	of 275872

@Eracer - DCs Same thoughts here ... I have thought about this today a bit more, the past weeks too - when I look at the "new" Chartered (SC) volume and the massive FAB36 300mm ramp and I assume now, that the bad analyst (market in general) feelings are right (around -5/7% QoQ volume in Q2 and +10/15% QoQ for Q3) - how fast will AMD ramp DC? If they don't anticipate further sharp volume increases (demand) in the next months, which was given in the last quarters, the ONLY!!! action for the FAB people has to be switch DC die hard . Seems like AMD is in the same boat as Intel, but noone seems to speak about this ... BUGGI

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