Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 214.18

-0.5%

Dec 31 3:59 PM EST

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To: dougSF30 who wrote (155238)	4/8/2005 10:33:06 AM
From: kpf	Read Replies (3) of 275872

Tom Sunderman just delivered the missing link to connect the nodes in a way AMDs manufacturing strategy does fit in a model I understand: I never found a way to reasonably model Fab36 and Chartered coming online at (nearly) the same time, because frankly I do not see markets to absorb the additional volume from two 300mm-fabs - and I do not see AMD having a selling-process (aka marketing) to push it down the throats ready at this time. Fab36 acting as a delevopment fab for a while, most probably being utilized by the Consortium around IBM for 65nm and beyond was just beyond my imagination until yesterday. Although I knew pretty well IBM needs Fishkill capacities for Cell. Actually my level of conviction about the way I see it going is high enough to change my model accordingly. Surprisingly, nothing much in the CPG financial numbers section changes significantly for 06/07. More change for Flash. Because I now see SP1 materializing. Bottom line, I feel more confident in what AMD is doing - iaw I believe to understand it better than I did the day before yesterday - in a time horizon of half a decade. K.

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