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

To: eracer who wrote (220404)12/14/2006 12:20:21 PM
From: dougSF30Read Replies (2) | Respond to of 275872
 
Yet Fab30 is supposed to be well into its conversion by then, and so presumably offline. Yet Fab 36 is supposedly "fully converted" by then, so who is producing these?



To: eracer who wrote (220404)12/14/2006 12:20:30 PM
From: Elmer PhudRespond to of 275872
 
eracer,

With AMD's history of unrealistically optimistic ramp forecasts, I wouldn't put more that 25% confidence on their hitting their projections. They've done this time after time and the analysts never seem to catch on.


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