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

To: cruzbay who wrote (207521)	8/3/2006 9:44:51 PM
From: inex	Read Replies (2) \| Respond to of 275872

I don't find Elmer's posts to be a waste of bandwidth at all... I find his tone less argumentative than his last sojourn and I credit this to the fairly stringent moderation that I've been observing. I actually find the tone of many who criticize Ephud's position to be more harsh at times. As an investor, I fail to understand why we all need to be Pro-AMD ALL the time in order to feel welcome here. AMD has proven to be a fairly volatile stock, and, while I don't agree with Elmer that AMD is perpetually a $15 - $20 stock, it has certainly seen that level more times than I would like to count. If I could make any suggestion to the moderation of this board, it would be that slightly more effort be made to acknowledge the difficulty in making posts which suggest a potential selling opportunity (note that I say "opportunity" as we certainly all could benefit from selling at an appropriate time...). To me, it seems as though any hint that one of us has switched from being bullish to being bearish is tantamount to joining the "Dark Side" of the force... For my part, I think that a very interesting feature which could be added to this board in each of our profiles would be a history of trading activity so that I could match someones posts up against a history of trades. We might even be able to crown a Market Timer... Scott

To: cruzbay who wrote (207521)	8/3/2006 10:30:07 PM
From: Sarmad Y. Hermiz	Respond to of 275872

>> It chews up board bandwidth to no avail, a la Sarmad. 1- I said that fab 36 ramp seemed very slow. That it seemed to be producing at far less than the 50% expected from a linear ramp. There were 100 replies from several people disputing that. From the q2 report, any contribution from fab 36 still looks very small. And I expect that in q3, fab 36 parts will add less than $150m to revenue. 2- I said there will not be any mass market co-processor that does not start out as a bus-type adapter first. There were also 50 or more replies trying to prove the opposite. So far there still isn't any co-processor to put into that 4x4 socket. 3- I said fab 36 expenses and its low level of production will make negative contribution to margins (in q2) because of its low utilization level and high expenses. As it turned out, in the CC, the AMD person stated that currently there was a "cost premium" to parts produced in fab 36, and break-even can be expected when loading reaches 50% utilization. By the way, fab 36 will contribute more to expenses than to revenue in q3. If you consider these topics to be wasted bandwidth, fine. I don't.