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

To: Joe NYC who wrote (196658)	5/13/2006 8:15:50 PM
From: Sarmad Y. Hermiz	Read Replies (1) \| Respond to of 275872

>> this is a speculation on my part, but I think it is going to Rev F chips. Those sales are slowly taking off (to distributors and OEMs) prior to launch. If there were actual sales to OEM's and distributors, wouldn't there be more knowledge and benchmarks about rev F in the public info. I thought rev F parts were still engineering samples ? maybe I missed a recent announcement. Are rev F parts officially announced ? Anyway, you're implying there will be a big addition to inventory. Like $100m (if fab 36 is 20% ramped).