Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 214.94

-0.1%

3:59 PM EST

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To: heatsinker2 who wrote (82893)	6/19/2002 11:46:50 AM
From: wanna_bmw	Read Replies (3) of 275872

Heatsinker, thanks for the notes. I have two comments. Re: "Full conversion to .13 in Dresden by end of Q3." AMD moved this up from Q4. Since they've had trivial .13u production through most of Q2, that means that they plan to transition most of the entire fab in one quarter. I don't have intimate knowledge of manufacturing, but this sounds extremely high risk to me. AMD is desperate. Re: "So it looks like BOTH unit and ASP's are down by 20%." That means $68 ASP and 6.4M in unit volumes. That's very close to my estimate on the Intel thread of 6.4M in volumes and $70 ASP. Just speculation, but it's interesting that your math coincides with mine. AMD is going to have a shitty quarter - let's hope that things pick up by the end of the year. wbmw

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