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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 214.11

+3.9%

Nov 26 3:59 PM EST

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To: KeithDust2000 who wrote (182623)	1/8/2006 10:40:04 PM
From: Petz	Read Replies (1) of 275872

When AMD says volume production, they mean volume shipments, unless it is clear by context -- such as, "we will begin volume production..." In the context of a processor roadmap, it shows OUTPUT, not wafer starts. Yonah did NOT have "volume production" in Q4. I'd be shocked if 1% of their sales in Q4 were Yonae. re: AMD´s roadmap called for volume production of DC Turion in Q2/06 AMD's roadmaps haven't shown quarterly resolution in a long time. In fact it has been OVER SIX MONTHS since AMD released a roadmap with even 6-month granularity!Take a look at epscontest.com! I consider it probable that all Fab 36 production is using the enhanced SiGe process, and it is a distinct possibility that all of it has Pacifica and DDR2 support as well, though Pacifica might require a respin. Furthermore, a roadmap shows OUTPUT, not wafer starts. So if an AMD roadmap showed DC Turions in Q2, that's when we can buy them, not when they begin wafer starts. Petz

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