Advanced Micro Devices - Moderated (AMD) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 217.54

+1.6%

12:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Sarmad Y. Hermiz who wrote (201270)	6/9/2006 1:36:12 AM
From: Petz	Read Replies (1) of 275872

Sarmad, re: Is it reasonable to say that AMD will not get the cost savings from 300mm during this year ? No, AMD said that total decpreciation would start decreasing after mid-year. This is because depreciation for Fab 30 is dropping faster than depreciation for Fab 36 is rising. This is a win-win situation, with output rising and depreciation falling. End of 2006 is the "sweet spot" of the new fab cost/benefit cycle. After that, expense of converting Fab 30 to Fab 38 will start just as Fab 36 reaches its full initial capacity. Petz

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next