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

To: Rink who wrote (198836)	5/26/2006 3:29:13 AM
From: Joe NYC	Respond to of 275872

AMD wants to announce important project” in Dresden “ The US-American semiconductor manufacturer Advanced Micro DEVICE (AMD) wants to announce important project” on this Monday in Dresden for the company “. The enterprise did not want to call details on Thursday. It could concern the building of a third work in the Saxonian state capital. Media had quoted at the beginning of of April the AMD boss for the location Saxonia, Hans Deppe, according to which a decision over a third AMD work in the summer should fall. Enterprise spokeswoman Cornelia Sunday did not want to commentate the speculations. Helvetica, sans-serif,Announcement The enterprise had already announced to invest until 2008 altogether 5.8 billion US Dollar (4.7 billion euro). First the speech was from an extensive development and a modernization of the two factories. Among other things the power supply of the chip factories is to be again extended. Also the pure areas are to receive new equipment for the building of more efficient and still smaller chips. However approximately 2.4 billion euro had been invested into the second work, in the 300-Millimeter-Siliziumscheiben to be manufactured. At AMD in Dresden already 2800 persons employed work. AMD is one of the largest single investors in the new countries in the past five years. (German Press Agency)/(pmz/c't) heise.de translate.google.com

To: Rink who wrote (198836)	5/26/2006 4:39:02 AM
From: BUGGI-WO	Read Replies (1) \| Respond to of 275872

[edited] @Rink - Spansion You know I have ask you a question a day or two before ... when I'm reading some comments in the last time, I get the feeling, that the pricing environment gets WAY better than many think. I don't know how fast Spansion could rise prices because of contracts, but we have seen in the past, that these contracts aren't a price protection, when the markets goes down, why not reverse this too? So, I'm thinking of more volume in the coming months (of course, but more than anticipated) and even some price increases, which has to be seen. When we take this to the bank, the revenues could nearly "instantly" go up some 20-30% QoQ (10-15+% vol., 5-10% ASP), which would cause a real "new thinking", when it comes to the existing losses. Ok, I'm more with you (cautious), when it comes to Q2, but the last month (june) could do some upward momentum and Q3 could be? a small surprise, the same for AMD, when we don't see any losses in the AMD P&L. edit: eetimes.com BUGGI