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

To: BUGGI-WO who wrote (188636)3/4/2006 2:10:42 PM
From: ElectricityTraderRead Replies (2) | Respond to of 275872
 
Has anyone tried to come up with a number of processors AMD would have to manufacture to gain the so-called slight segment share loss? If it is the 3-4% that we saw in q4, were is the capacity coming from, have that started the ramp at FAB 36 faster then any thought? We all believe that the secondary offering in Jan was to speed up equipment purchases for Fab 36. Be interesting to determine how many additional processors AMD would have to make in q1 vs. q4-05 for 3-4% share gain.

ET



To: BUGGI-WO who wrote (188636)3/4/2006 2:21:58 PM
From: dougSF30Respond to of 275872
 
Buggi, yeah that's what I was referring to... they said "about a point" or something like that. LOL.


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