Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 214.99

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Dec 26 9:30 AM EST

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To: Sarmad Y. Hermiz who wrote (197412)	5/18/2006 5:59:08 AM
From: FJB	Read Replies (1) of 275872

>>>>Revenue would double, but it would not be profitable revenue. The forgotten item here is that the 300 mm wafer costs 3x to 4x 200 mm wafer. Assembly and test cost per device is not reduced. making it dual core reduces the candidates by half. Someone has to pay for the fab capital costs, etc.... >> You mean the raw wafer cost? Probably. IIRC, a 200mm wafer costs about $50. So a 300mm wafer costing $200 wouldn't be a shock. Raw wafers. Nicely weaseled out of, but your ignorance is really starting to shine through. Raw wafer costs are small compared to a processed wafer, but you claim this negligible cost will make the revenue not profitable. What a joke.

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