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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 231.94+0.1%3:59 PM EST
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To: Hans de Vries who wrote (238650)8/12/2007 8:19:34 AM
From: pirasa2Read Replies (1) of 275872
 
Considering that 2007's 85 million capacity is back-end loaded, AMD's in-house Q3 capacity must in fact be closer to 25 million units. When Chartered is factored in, it must be about 30 million units.

So 23-24 million Q4 sales can easily be handled production-wise. End of story.

Or maybe not. The clueless may now choose to attack Doug Grose, SVP, AMD. Sue them if you prefer and prove in court that AMD's 2007 capacity can only be 50-60 million. You can make millions.

Thanks for the slides, Hans.
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