Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 210.78

-4.8%

Dec 12 9:30 AM EST

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To: dougSF30 who wrote (199358)	5/30/2006 1:54:47 AM
From: Petz	Read Replies (1) of 275872

re: Albert: <<1st 6 months it would be 15% at best on average with 30% exit rate.>> Doug: <Actually, not necessarily. Can you spot your false assumption?> Albert is making the most optimistic assumption for you, a linear ramp. More likely, the ramp is exponential or quadratic. For example, a linear ramp in wafer starts accompanied by a linear ramp in yield results in a quadratic ramp. With a quadratic or exponential ramp, the average for the last six months would be considerably less than 15%. Petz

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