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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 233.54-1.8%Nov 7 9:30 AM EST
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To: Elmer Phud who wrote (219524)12/7/2006 8:38:28 PM
From: THE WATSONYOUTHRead Replies (2) of 275872
 
9Is that your entire case?

That is not the case at all. Very simply, the case is if Intel's yields were outstanding at the 75% level for CWM, the product mix out of as little as 2.5 fabs in Q4 for sale in Q1 07 would be 100% dual core and at least 80% CWM. Now, one reason the product mix will be far less aggressive than that is that CWM yields are far below 75%. Another is that Intel prefers the projected product mix in Q1 07 of maybe 50% CWM and millions of 65nm and 90 nm Celeron Ds. As a consequence, a good deal of capacity sits unused. So, explain to me why it is better for Intel to withhold capacity and have a less desirable product line. I'm sure some marketing types can come up with a reason.

THE WATSONYOUTH
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