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

To: Sarmad Y. Hermiz who wrote (197412)	5/17/2006 10:31:21 PM
From: combjelly	Read Replies (1) \| Respond to of 275872

"Yes, but they would show up in inventory. AMD's inventory went down in q1 relative to q4. So did units shipped." Inventory is not by units, but by value. The value of untested and unpackaged die is a lot less than a packaged and tested one. Given that it only takes a few days to ship to Malaysia, package, test and ship back to the US, it is likely the Fab36 output was in exactly that form.

To: Sarmad Y. Hermiz who wrote (197412)	5/18/2006 5:59:08 AM
From: FJB	Read Replies (1) \| Respond to of 275872

>>>>Revenue would double, but it would not be profitable revenue. The forgotten item here is that the 300 mm wafer costs 3x to 4x 200 mm wafer. Assembly and test cost per device is not reduced. making it dual core reduces the candidates by half. Someone has to pay for the fab capital costs, etc.... >> You mean the raw wafer cost? Probably. IIRC, a 200mm wafer costs about $50. So a 300mm wafer costing $200 wouldn't be a shock. Raw wafers. Nicely weaseled out of, but your ignorance is really starting to shine through. Raw wafer costs are small compared to a processed wafer, but you claim this negligible cost will make the revenue not profitable. What a joke.