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

To: dougSF30 who wrote (229961)	4/14/2007 7:56:05 PM
From: Dan3	Read Replies (3) \| Respond to of 275872

Re: Doug slide show Interesting slides you've put together there. Either there's hardly any production at FAB 38, or Charlie's wrong, or your slides are wrong. By the way, I have a link. theinquirer.org When you start calling people names for posting what may or may not have been a mistake, but certainly was not made in bad faith, you should at least include a link. This used to be a good board. Now it seems to be turning into a name calling fest. Not sure what can be done about it. You and Sarmand might want to keep in mind that a $3B to $6B judgement against Intel and for AMD is quite possible - It would radically change the relative capital positions of the two companies. Intel's still doing well, but it's interesting to see what's been happening to their balance sheet. Be sure to net that big cash position against the current liabilities that have been going up as fast as cash has been going down.... And now keep in mind that they've stopped their stock buyback program - since they clearly can no longer afford it. finance.yahoo.com AMD's situation, of course, is even less pretty. finance.yahoo.com But what's with the ballooning receivables at both companies?

To: dougSF30 who wrote (229961)	4/16/2007 9:59:59 AM
From: UpNDown	Read Replies (1) \| Respond to of 275872

DougSF30, on your charts Interesting to see the Chartered output shown on the same chart as the AMD-fabbed output. Seems that if we were to measure the Chartered output amount and make some assumptions, an estimate of the contractual limit for outsourced fabbing could be arrived at. Hard to tell whether th 4Q08 maximum percentage is a graphics anomaly or a true maximum, of course. And of course, the outsourced fabbing limits may be in CPU numbers, rather than 8- or 12-inch wafer equivalents.