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

To: eracer who wrote (220442)	12/14/2006 1:47:55 PM
From: dougSF30	Respond to of 275872

Yeah, I looked back at the press release: AMD will ramp down 200mm manufacturing in the second half of 2007, with preparation already underway for the ramp of 300mm wafers on 65nm process technology at Fab 38 by the end of 2007. Through the combination of leading-edge equipment, Automated Precision Manufacturing (APM) and the great people of Dresden, the plant will produce the latest generations of AMD microprocessors, reaching full capacity by the end of 2008. But still, then the question becomes, where are all the 90nm parts coming from in H108? Fab 30/38, or 36, or Chartered? I guess the best explanation is that the Fab30 90nm "ramp down" is a very slow ramp down. (Rather than Fab36 or Chartered making them in 2008)