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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 207.33-1.6%3:40 PM EST

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To: combjelly who wrote (201791)6/12/2006 11:26:08 PM
From: Sarmad Y. HermizRead Replies (1) of 275872
 
I expect AMD to order the minimum from fab 7. I don't see any value there, unless and until fab 30 is idled for conversion to 45 nm or some other use.

It looks to me that starting wafers in May was a carry-over from the euphoria about AMD increasing market share to 30% real soon. Maybe they were reading niceguy's postings.
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