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

To: Joe NYC who wrote (165171)7/13/2005 8:08:34 PM
From: niceguy767Read Replies (1) | Respond to of 275872
 
"I think Q3 will be > $800M and Q4 > 900M. (add standard disclaimers here about some kind of disaster)."

Q4 > 900M, like 100M greater? (i.e. $1B?)



To: Joe NYC who wrote (165171)7/13/2005 8:20:36 PM
From: dougSF30Read Replies (1) | Respond to of 275872
 
Joe, I think that there are not enough DC parts to constraint unit growth that much. Going from 130nm to 90nm should result in a 70% capacity increase, assuming equal yield %, and same mix of relative sizes. Now, that won't be the case, but enough to push the capacity increase down to 20%?

OTOH, if they manage to switch that much of the mix to DC, well, that'll be nice. :)


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