Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 216.83

+1.3%

12:05 PM EST

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To: combjelly who wrote (201261)	6/8/2006 11:41:59 PM
From: Sarmad Y. Hermiz	Read Replies (4) of 275872

>> It is still being ramped, as you know. Yes I do know. Let's say Fab 36 is 25% ramped at this time. Can it produce parts at same cost efficiency as when it will be 100% ramped ? I expect you to say no, it can't. I understand the idea that there is a good reason for the lower cost efficiency. Still it is lower. So back to the earlier statement. If a full fab running 24/7 is taken down to 50% for a year ? that's a disaster, right ? How about a fab that is going from zero to 100% over 2 years. The average is 50% during ramp. Is it a disaster during the 2 year ramp ? You know where I'm going with this. Is it reasonable to say that AMD will not get the cost savings from 300mm during this year ? or is there some other factor that allows AMD's fab 36 running at avg 50% for a year to be a great asset, whereas Intel's fab xx running at 50% for a year to be a disaster ?

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