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


To: THE WATSONYOUTH who wrote (184399)1/19/2006 4:02:31 PM
From: combjellyRead Replies (1) | Respond to of 275872
 
"Fab 36 will have to contribute a million parts before the end of March to maintain inventory and sell as many as chips as in Q4."

It's going to be tight. No chips out until late February, so they have a bit over a month to do it. I suppose, under the circumstances, they could start more wafers during the ramp than they usually do. It is risky, though. OTOH, they probably were running test wafers at Fishkill for quite a while. So it wouldn't be like past ramps.



To: THE WATSONYOUTH who wrote (184399)1/19/2006 4:04:51 PM
From: THE WATSONYOUTHRespond to of 275872
 
just heard Cramer on CNBC. Funny stuff. Said things seem to have reversed. Intel run by salesman rather than by engineers. AMD run by engineers....no longer by salesman. Said he does NOT want a good
processor sales force He wants good processors.

THE WATSONYOUTH