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

To: BUGGI-WO who wrote (197440)	5/18/2006 8:20:37 AM
From: Sarmad Y. Hermiz	Read Replies (1) \| Respond to of 275872

>> AMD needs more FABspace NOW and thats what they are doing. Is there a way to figure out what % of fab 36 capacity is utilized at this stage ? My assumption is the revenue value of all SC parts will diminish, and DC parts will sell at prices no higher than what SC parts were bringing before DC parts were introduced. The only way for AMD (or Intel) to maintain margins is to be able to produce DC parts at costs no higher than what SC parts were costing a year or two ago. And the only way to do that is to go to 300 mm fab and 65 nm size. So that's why I'm interested in knowing how far along AMD is in that progression.