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

To: combjelly who wrote (201806)6/12/2006 11:48:15 PM
From: Sarmad Y. HermizRespond to of 275872
 
OK, your point is clear. And I think mine is also clear. Let's see if AMD will expand their use of fab 7. I think they will not, except if 1) they slow down ramp of fab 36, or 2) they idle fab 30.

If your model is correct, AMD will expand use of fab 7 conditioned only on demand for fab 7 products, regardless of spare capacity at fab 30 and 36.

We'll see which model pans out.


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