Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 214.90

-0.1%

Dec 26 3:59 PM EST

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To: combjelly who wrote (200117)	6/2/2006 1:25:36 PM
From: Sarmad Y. Hermiz	Read Replies (1) of 275872

>> It hasn't happened so far. We won't know until we see the report in July. I gave my expectation. Is your expectation that AMD profits stayed flat (q1 to q2) ? And will rise in Q3 ? >> Yet capacity keeps growing, including accepting an early delivery from Chartered. Chartered deal should add approx 10% run rate to shipments. (at 1000 300mm wafers per month). How much should fab 36 add in q3 ? another 20% (to fab 30 capacity) ? That is not even 10% of expected fab 36 final capacity of 25k wafers/month. edit. so fab 36 contribution in q3 might be much more. Are you expecting AMD revenue to increase by 30% in q3 (from q1) ? To me this is a puzzle, all this extra capacity.

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