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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: TGPTNDR who wrote (140032)	11/13/2004 7:01:12 PM
From: dougSF30	Read Replies (1) \| Respond to of 275872

If AMD sells more than 40M x86 parts in some quarter of 2006, I will happily send you 100 cases of beer. Doug

To: TGPTNDR who wrote (140032)	11/13/2004 9:02:05 PM
From: niceguy767	Read Replies (1) \| Respond to of 275872

"You're on for a case of beer if you want the bet." Did you buy a brewery or something with all those recent wins?

To: TGPTNDR who wrote (140032)	11/13/2004 10:31:13 PM
From: gzubeck	Respond to of 275872

I think we are missing the point I originally made...pgerassi said that when FAB 36 was fully operational and there was a straight Die shrink given the current A64 with I think 512 kb of cache that it was possible to quadruple output...given the fact that AMD will have a mixed bag of processors from 256kb to 2 mb of cache and in addition a certain number of dual processors I would say Doug is right in saying that AMD will not go this route...I'm thinking Fab 36 will be around 20 million processors per quarter with some of these being really High priced and some really low priced...in addition lets not forget that maybe AMD will continue to produce or modify FAB 30 and produce either semprons or A64's with 256kb of cache...