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

To: Sarmad Y. Hermiz who wrote (197444)	5/18/2006 8:28:42 AM
From: BUGGI-WO	Read Replies (1) \| Respond to of 275872

[edited] @Sarmad " Is there a way to figure out what % of fab 36 capacity is utilized at this stage ? " Noone knows OUTSIDE of AMD ;-) ... assume that the existing capacity is 100% "booked". " My assumption is the revenue value of all SC parts will diminish " Isn't that surprising, is it? One can't repeat this often enough. The picture is not that simple, the main point is mix and the existing one at AMD is towards Low-End because OEMs demand this. Its the needed work to bring this UP for a bigger volume-share. " DC parts will sell at prices no higher than what SC parts were bringing before DC parts were introduced. " Of course (over time), where is the problem??? " And the only way to do that is to go to 300 mm fab and 65 nm size. " Seems like you only look at the DIE-size, so yes, if we WOULD!! go to 100% DC and assume we are ALWAYS sold out, we would need 65nm to get cost parity. But life isn't that easy. " So that's why I'm interested in knowing how far along AMD is in that progression. " Its not that specific question, but you don't need to ask further in more detail just because you will not get an detail answer, either from AMD nor from Intel. Take the official comments of convertion and waferstarts and do some math by yourself. Edit: Have looked through the HP page and its frustrating to look at the workstation space. One AMD modell and way more choice with Xeons. Do I have to say more? Look here, a fresh paper for financial clients - of course Intel. h20331.www2.hp.com The boring theme, Socket wins and SKUs - thats all. ;-) BUGGI