Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 231.83

+1.7%

Jan 16 9:30 AM EST

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To: FJB who wrote (227593)	3/7/2007 4:00:25 AM
From: Rink	Read Replies (3) of 275872

Small remarks: 1. The lowish yields (40% rebounding to 50%) aren't helpful for big die K10. Combined with the currently lower binning 65nm cpu's (compared to 90nm) it's about certain that there's quite a big learning curve for 65nm. 2. To verify AMD's comment that they neglected the channel in favor of the OEM's that didn't take as much from them as they had anticipated their inventory must have risen significantly, right? We can check that with the Q1 earnings report. 3. AMD is holding extremely well at $14. Might be the bottom, at least short term. Regards, Rink Firm's research also suggest that AMD's manufacturing yields on 65nm technology on 12-inch wafer production are ramping well, about one quarter ahead of schedule, and will likely allow AMD processor margins with the better product mix to quickly rebound to the 50-52% level from current levels of 40% over the next 12 to 18 months. Given the increased production volumes, AMD will likely be able to satisfy its rapidly expanding OEM and channel customers with plentiful supplies of high-end dual-core processors beyond the current quarter. chip.seekingalpha.com

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