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

To: neolib who wrote (229930)	4/14/2007 5:38:28 PM
From: Dan3	Read Replies (2) \| Respond to of 275872

Re: However, a scary stat listed in another article (p60) makes the following claim: At 65nm an IDM needs $8.3B/yr in sales to be profitable. Given how well AMD was doing (prior to the ATI buy) running multiple 65nm FABs and selling at a rate of $5B to$6B per year, I'd say those estimates are off by a factor of 3. Note that AMD's sales from multiple 65nm FABs (after you net out the sales of video chips, etc. from foundries) are ~$4 Billion per year. If they were grossing $3 Billion per FAB they'd be doing quite well.