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

To: Cravey who wrote (184022)	1/18/2006 10:46:33 PM
From: cruzbay	Read Replies (1) \| Respond to of 275872

Cravey: Thanks for some very thoughtful analysis.

To: Cravey who wrote (184022)	1/18/2006 11:29:10 PM
From: KeithDust2000	Read Replies (2) \| Respond to of 275872

Cravey, For the analyst short-sighted enough to worry about $135M in incremental depreciation from Fab36 in the face of this kind of revenue increase, ignore their thoughts. Just to check, wasn´t it $150M? In the CC they said that ASP increases could take care of that, which sounds optimistic. I wonder how much of a deal this increased position really will turn out to be.