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

To: dougSF30 who wrote (220400)	12/14/2006 12:12:24 PM
From: eracer	Read Replies (2) \| Respond to of 275872

Re: Yeah, notice all that 90nm output continuing on and on... It does appear 90-nm production is shockingly high for Q4 07. It accounts for about 1/3 of wafer outs on a 12" equivalent basis. On a per-wafer basis the percentage of 90-nm would be even higher considering FAB30 is using 200mm wafers. And that is just wafer outs, not packaged CPUs sold and shipped.

To: dougSF30 who wrote (220400)	12/14/2006 12:31:07 PM
From: bobs10	Read Replies (1) \| Respond to of 275872

you: Yeah, notice all that 90nm output continuing on and on... Where the heck is it coming from if Fab 30 is being shut down? Chartered? Not telling the truth about Fab 36 "full conversion" ? me: Well, as usual Doug can be counted to see a turd in every punchbowl. To me the presentation was very upbeat and pretty much what I expected. I found the continued assurance of a mid 07 Barcelona intro as gratifying. In the Q&A someone asked about q4 GMs to which Rivet responded that he wouldn't comment, but he replied that AMD liked to meet guidance and then give a glance that left little doubt that AMD was going to meet those increased expectations. Increasing GMs combined with the move to 65nm should give AMD lots of room to fool around with pricing in 07 and still do very well. As far as 90nm goes I expect the conversion of fab30 to fab38 will progress as needed over 07 and possibly into 08. As far as Charter goes there have been stories about it converting to 65nm relatively quickly. So, all in all this sounds like just like another of Dougs imaginary problems. Doug really seems to like playing out in left field.