Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: combjelly who wrote (200117)	6/2/2006 1:16:54 PM
From: dougSF30	Read Replies (2) \| Respond to of 275872

There is no sign of AMD making more than planned cuts in prices. If you term every cut a "planned" cut, this becomes vacuously true.

To: combjelly who wrote (200117)	6/2/2006 1:25:36 PM
From: Sarmad Y. Hermiz	Read Replies (1) \| Respond to of 275872

>> It hasn't happened so far. We won't know until we see the report in July. I gave my expectation. Is your expectation that AMD profits stayed flat (q1 to q2) ? And will rise in Q3 ? >> Yet capacity keeps growing, including accepting an early delivery from Chartered. Chartered deal should add approx 10% run rate to shipments. (at 1000 300mm wafers per month). How much should fab 36 add in q3 ? another 20% (to fab 30 capacity) ? That is not even 10% of expected fab 36 final capacity of 25k wafers/month. edit. so fab 36 contribution in q3 might be much more. Are you expecting AMD revenue to increase by 30% in q3 (from q1) ? To me this is a puzzle, all this extra capacity.