Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 231.83

+1.7%

Jan 16 9:30 AM EST

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To: Joe NYC who wrote (188638)	3/5/2006 7:55:46 PM
From: Petz	Read Replies (3) of 275872

I assume that Fab 36 output has been sold for a couple weeks at least already. Or they are stockpiling for the Rev F intro coming shortly. Anyway, I think that most of the drop in Intel revenues is just lower prices, not lower volume, and market share loss is maybe only 2% this quarter. That, combined with a 5% seasonal drop in total CPU demand, would only require 5% more CPUs from AMD. A million CPUs from Fab36 would be enough, even if die sizes rise a bit because of dual core. Half a million if they don't, or if yield increases enough in Fab 30 to match the increase in die size. Petz

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