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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 236.73-6.1%Jan 30 9:30 AM EST
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To: Joe NYC who wrote (165171)7/13/2005 8:20:36 PM
From: dougSF30Read Replies (1) of 275872
 
Joe, I think that there are not enough DC parts to constraint unit growth that much. Going from 130nm to 90nm should result in a 70% capacity increase, assuming equal yield %, and same mix of relative sizes. Now, that won't be the case, but enough to push the capacity increase down to 20%?

OTOH, if they manage to switch that much of the mix to DC, well, that'll be nice. :)
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