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

To: Joe NYC who wrote (189133)	3/8/2006 8:40:02 PM
From: Joe NYC	Respond to of 275872

This GeForce 7900GT seems like a pretty good card for $299. theinquirer.net

To: Joe NYC who wrote (189133)	3/8/2006 9:38:18 PM
From: dougSF30	Read Replies (1) \| Respond to of 275872

Rev F, per the Inq. AM2 FX will have it, as will some "big" Rev F / Socket F Opterons.

To: Joe NYC who wrote (189133)	3/8/2006 10:56:19 PM
From: THE WATSONYOUTH	Read Replies (3) \| Respond to of 275872

Does anyone have a guess as to how soon Intel will convert Celeron to dual core? Is it possible for them to do it starting Q3? How about Q4? When I crank some numbers thru an optimistic scenario (250M total 06 market with AMD at 60M) which is the most likely to cause AMD capacity constraints, I can predict capacity issues for Q1 (solved by fab 36 late Nov 05 initial ramp) and capacity issues in Q3 and/or Q4..... but only if Intel forces Sempron to dual core. If AMD must move Sempron to dual core in Q3, they have a huge issue which could only be made up by Chartered production. If AMD is forced to make Sempron dual core in Q4, they may (close) be OK if they can build up some inventory in Q2 and Q3. I used yields which I believe are representative from Fab30 and estimated product mixes thru the year from Joe. If Sempron can stay single core all this yaer, I don't see a problem. Also, I estimated the Fab36 ramp began at 1500W/W and can only increase to 2500W/W for wafers that will be sold by the end of the fourth quarter. This is the result of AMD not having the cash to equip more than half of the lab at this point. Of course, I made a lot of assumptions, but the results do seem to predict what we already know.......Fab 36 wafers needed in Q1 and some low end capacity constraints possible later in the year. THE WATSONYOUTH