Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 221.02

+6.4%

Jan 13 3:59 PM EST

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To: Rink who wrote (228408)	3/19/2007 11:47:24 AM
From: golfbum	Read Replies (1) of 275872

could this be a means to stretch out capex? theoretically if they don't do 65nm in fab38 and don't ramp 45nm until 09 then they could stretch the capex intended to move fab30 to the "next great thing" over a longer period. of course they lose capacity in fab30 while doing so but fab36 is doing "wonderfully." at least it saves them buying 65nm rapidly for fab30 conversion. dunno... gb

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