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

To: dougSF30 who wrote (219492)	12/7/2006 5:38:51 PM
From: jspeed	Read Replies (1) \| Respond to of 275872

Let me spell it out for you, slowly. Try to follow along. Go as slow as you need to. Try not to drool. Knowing that the die size is ~125mm^2, that means Caris' prior expectation was: 187mm^2. Now, that is larger than the 90nm 183mm^2 part, so I conclude that the Caris analyst is "on crack". How about concluding that your 125 mm^2 guess is way too big? As an example, If the earlier estimate was 130 mm^2 and the die came in at 100 mm^2 then the 30% would be reasonable