cj, hammerfall_prophet, THE WATSONYOUTH, Petz,
Thank you for your responses. I am still of the mind that there would not be much difference in parts cost between a 50% utilized fab ramping up, and a 50% utilized fab that is mature.
I think the owner of the ramp-up would be joyful, and the owner of the mature would be despondent, but the dollar cost of parts ought to be close.
the ramp-up would have lower yields, higher engineering cost (for the lines being validated, qualified). There would still be equipment that is purchased but not producing for revenue, etc....
I need one more help, if you all don't mind. How can one tell whether this notion is accurate, or just another hare-brained idea ? Would the answer be in AMD's q2 and q3 reports ?
If accurate, q2 will have higher costs associated with flat output. A change in mix and ASP's will cloud the issue, so I'm not sure how to evaluate the result. My guess is the benefit from fab 36 will not be apparent in q2 and q3. But q4 and '07 is a different story.
Sarmad |
