Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 206.14

-4.1%

Nov 25 3:59 PM EST

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To: combjelly who wrote (184394)	1/19/2006 3:56:08 PM
From: THE WATSONYOUTH	Read Replies (2) of 275872

This also goes a long way towards explaining why 65nm was pushed out for Fab36. They need to bring up Fab36 as soon as possible. 65nm was a risk, bringing it up on 90nm was much less of a risk. And they need to reassure HP that they could add capacity as they need it. Yes...I agree. Fab 36 will have to contribute a million parts before the end of March to maintain inventory and sell as many as chips as in Q4. I believe they will do just that. Maybe a bit more. THE WATSONYOUTH

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