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

To: eracer who wrote (201110)6/8/2006 1:58:52 PM
From: BUGGI-WORespond to of 275872
 
@Eracer - DCs
Same thoughts here ...

I have thought about this today a bit more, the past weeks too
- when I look at the "new" Chartered (SC) volume and the
massive FAB36 300mm ramp and I assume now, that the bad
analyst (market in general) feelings are right (around -5/7% QoQ
volume in Q2 and +10/15% QoQ for Q3) - how fast will AMD ramp
DC? If they don't anticipate further sharp volume increases (demand)
in the next months, which was given in the last quarters, the
ONLY!!! action for the FAB people has to be switch DC die hard
. Seems like AMD is in the same boat as Intel, but noone seems
to speak about this ...

BUGGI



To: eracer who wrote (201110)6/8/2006 3:14:07 PM
From: gzubeckRespond to of 275872
 
Eracer, Keep telling yourself that when AMD ships 15 watt single cores and those p 4's duals are burning in excess of 100 watts...AMD is going to have a field day once more...;>))))))))))


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