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 (200135)	6/2/2006 2:09:29 PM
From: Sarmad Y. Hermiz	Read Replies (1) \| Respond to of 275872

summarizing from your posts, you expect AMD revenue to be approx $2.3B in q3 ? 1- ASP has not dropped in an unplanned way. 2- unit output will have increased 80%. Even if one adjusts these assumptions down a little, the minimum AMD revenue expectation has to be above 2.0B. To me it seems just beyond what is possible, but that is where the data points. Unless, of course, fab 36 does not ramp at a linear rate.

To: combjelly who wrote (200135)	6/2/2006 3:48:23 PM
From: TGPTNDR	Read Replies (2) \| Respond to of 275872

CJ, Re: Assuming a linear ramp, that would mean somewhere around 30k wafera in Q3. > Problem is that's wafer starts not wafer outs. I'm figuring ramp of ~3K wafers/month starting July 1. That'd be around 18K wafer outs in Q3. Also, add a month from wafer out to PIB or tray -> Somebody. Subtract 9K, August. This buisness is worse than raising chickens in that egg drops count but it ain't 'till they're hatched that the counting really starts. Has AMD said that they're running production stuff now or will be by July1? -tgp