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

To: economaniack who wrote (225494)	2/6/2007 9:44:25 PM
From: Tenchusatsu	Read Replies (1) \| Respond to of 275872

Economaniack, > It is 5 months or more from production start to a limited release on a niche product and even longer to stockpile enough for a mainstream part. No, it is NOT five months or more. Two months is more like it. Charlie is probably misinterpreting rumors. Production this month means AMD can release Barcelona in April. Tenchusatsu

To: economaniack who wrote (225494)	2/6/2007 9:53:53 PM
From: eracer	Read Replies (1) \| Respond to of 275872

Re: Note what Charlie is saying. Production wafer starts now in early Feb. "Salable quantity in June or later" It is 5 months or more from production start to a limited release on a niche product and even longer to stockpile enough for a mainstream part. Like Charlie said, about three months from wafer in to chips out. Considering the slow 65-nm Brisbane ramp after introduction on December 5th, I'm not sure AMD even cares about "salable quantity" at launch. AMD may be satisfied with a token shipment of a thousand parts for introduction with real quantities ramping up a couple months later. If they start wafers in June that would mean meaningful sales start around Halloween. Perhaps that is why Randy Allen of AMD said: Q4 2007 will be when the first real impact of Barcelona comes through in AMD's financial statements. blogs.business2.com