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

To: BUGGI-WO who wrote (197445)	5/18/2006 11:50:41 AM
From: THE WATSONYOUTH	Respond to of 275872

Take the official comments of convertion and waferstarts and do some math by yourself. Well..... that is something he will never do. All he wants is an endless discussion centering around a premise which can be perceived as negative for AMD. This guy is a planted Intel stooge. Ask him to do the exercise for Intel first. That is ....what will be Intel's product mix for this Q, next Q and Q4. What is the Intel ave die size for each Q?. How many units does he anticipate for each Q? Based on that and assumptions for 90nm vs 65 nm wafers starts for each quarter, how much 90nm and 65nm capacity is required to meet the units required and what % yields were used in the calculation. Andy Grave