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


To: pirasa2 who wrote (214821)10/24/2006 9:56:20 PM
From: paarl99Respond to of 275872
 
assuming that the person doing the ephud shift right now can do simple math, here are the relevant info for him or her:
////////////////////////////////////

YOU mean...more than one Ephud??? Dangerous world out there!!

Paarl



To: pirasa2 who wrote (214821)10/24/2006 10:00:22 PM
From: Elmer PhudRead Replies (1) | Respond to of 275872
 
pirasa2

I'm not so easily convinced. The 5000+ is the high binsplit and seeing as AMD is desperate for a paper product to look like they are still in the performance race, it makes sense for them to price it so high that it shows up but demand is more in line with the limited supply. WSPX and die size tell you nothing about binsplit. ASPs say more than the data you quote. Why else price an underperforming product above the competition's much better performing part?

world class yields

Oh no doubt....



To: pirasa2 who wrote (214821)10/25/2006 1:33:54 AM
From: Joe NYCRespond to of 275872
 
pirasa,

average of 10000 wspm from just the new facility for Q4

I think that number for for Q3. Q4 should be a little higher.

Joe