Advanced Micro Devices - Moderated (AMD) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 214.69

+6.8%

3:29 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Joe NYC who wrote (154976)	4/5/2005 10:26:53 PM
From: Elmer Phud	Read Replies (2) of 275872

Joe When AMD was selling 6M at 80mm^2, you sere seying this. I said that mayby one day we will get to test your theory. It was proven not to hold much water in H2 2004, when AMD sold 33+ percent more processors than 6M @ 8M, with average die size up some 50% from 80mm^2 to some 120mm^2. This isn't an either or world. The theory has not been disproven, it just leaves open the exact definition of "bad". I'd also like to see you back up your claim of average die up 50%. I don't think you're going to hit that on a weighted basis but I'm willing to look at the data. The only way for AMD to show they have good yields is to ship the expected volumes for multiple quarters to show they aren't just selling off inventory. Has that ever happened? Will it ever?

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next