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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 247.99-4.2%Nov 13 3:59 PM EST

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To: eracer who wrote (225476)2/6/2007 9:26:52 PM
From: economaniackRead Replies (3) of 275872
 
No No No NO NO NO. God when are people gonna get a clue about this? "If production starts the first week of June then Barcelona should start shipping by the last week of August which would still qualify for "mid 2007". No.

"Charlie believes production will start sooner:"

aceshardware.com

"I meant wafers in really soon. If that is today, they will get chips back in May or so, low quantity on the first wafers in (and out), so they will probably stockpile a few. If they do that for a month or so, that means salable quantities in June or later."

Note what Charlie is saying. Production wafer starts now in early Feb. "Salable quantity in June or later" It is 5 months or more from production start to a limited release on a niche product and even longer to stockpile enough for a mainstream part. If they start wafers in June that would mean meaningful sales start around Halloween.

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