Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 215.18

-2.1%

Dec 2 3:59 PM EST

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To: combjelly who wrote (201635)	6/12/2006 7:50:55 AM
From: Rink	Read Replies (1) of 275872

(EDIT for Buggi) CJ, re: Probably started [to turn the X2 knob to the right] at the end of Q1. Until that point, they were maximizing revenue with their capacity. As Fab36 started to come up, they could think about shifting product mix. Yes and no. I think AMD shifted the production mix to the 20% larger die rev F first and foremost, and slightly shifting it to more DC at the same time. It looks like AMD needs Chartered's output to be able to turn that knob significantly. Regards, Rink _______ OT: Buggi, re: WC soccer. Your poule is just waaay too easy. In sharp contrast we're in a poule with Argentina (too many good players to mention them all), Ivory Coast (remember Drogba?), and Serbia-Montenegro (whom we just narrowly defeated in our first match). It's quite nice to be able to conclude that despite the strong competition we still have a reasonable chance of getting through this round. You'll get through the first round with no sweat, even though your defence looks vulnerable.

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