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: fastpathguru who wrote (207929)	8/8/2006 1:42:37 PM
From: Sarmad Y. Hermiz	Respond to of 275872

>> 50% utilization of Fab30??? Another innocent lapse? sorry. meant fab 36. Did you listen to AMD CC on July 20 ? There was a response to a question re fab 36 parts cost. The response was that fab 36 parts had a "cost premium", and break-even is not expected until utilization rate reaches 50%. re >> , we've been through this before: I didn't reach the conclusion that your side of the discussion was consistent with what I consider more reliable info (from AMD management). So you consider it settled, and I don't.