Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 203.76

-1.1%

Nov 21 9:30 AM EST

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To: paarl99 who wrote (228814)	3/24/2007 12:36:47 PM
From: Sarmad Y. Hermiz	Read Replies (3) of 275872

>> but anyway if AMD does wilt away in 2-3 years like you say.. AMD has three challenges 1) debt and over-leverage. That is solvable with a restructuring. 2) current products are not competitive. That also appears on the way to being solved with K10 designs. 3) fab process. That to my non-expert knowledge does not look solvable by AMD. If we could find someone in the know who would tell us the true state of fab 36 and AMD's 65 nm process mastery, and status of their 45 nm efforts, then we can make a mint. I think there are a couple people on this board who might know. But one of them speaks in tongues, and I can't understand a word he writes. And the other seems only interested in writing good things about AMD. Which usually turn out to be not so. So we're stuck with our ignorance. I am, anyway. My own guide will be how well Brisbane parts over-clock. That will be for me the "non-expert's guide to design robustness". And the other measure will be AMD's reported financials in q1, q2, .... That will be the "non-expert's guide to yield measurement from afar". Let's see if we can refine these measurements to beat the experts.

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