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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 214.990.0%Dec 26 9:30 AM EST
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To: combjelly who wrote (200135)6/2/2006 3:48:23 PM
From: TGPTNDRRead Replies (2) of 275872
 
CJ, Re: Assuming a linear ramp, that would mean somewhere around 30k wafera in Q3. >

Problem is that's wafer starts not wafer outs.

I'm figuring ramp of ~3K wafers/month starting July 1.

That'd be around 18K wafer outs in Q3.

Also, add a month from wafer out to PIB or tray -> Somebody.

Subtract 9K, August.

This buisness is worse than raising chickens in that egg drops count but it ain't 'till they're hatched that the counting really starts.

Has AMD said that they're running production stuff now or will be by July1?

-tgp

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