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

To: grimes who wrote (189149)	3/8/2006 11:51:02 PM
From: THE WATSONYOUTH	Read Replies (1) \| Respond to of 275872

If fitting out Fab 36 at added capital outlay of (say) $ 750 mil could alleviate anticipated production constraints they could do it in a heartbeat. I agree they have the money now. But if the tools were ordered in Jan, I do not believe they would arrive in time and be qualified and be able to contribute any guaranteed SOLD volume by Q4....and certainly not Q3. I'm guessing but AMD did mention a staged ramp of depreciation with a bit more in the first half than second. Assuming they are not cash constrained, how quickly could they bring Fab 36 up to the rated capacity of the building envelope (21000wspm IIRC)? and what does this do tho their capacity when it is fully operational? Well...they are targeting mature 65nm 300mm yields in the first production lots in the second half. I'm guessing the lab will be fully tooled up and qualified by year end. I think they claimed full 65nm conversion by mid next year (anyone?) So, they could be fully ramped by mid next year if the demand is there.. That's a lot of capacity....probably at least 20M per quarter THE WATSONYOUTH