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

To: Petz who wrote (235599)	7/3/2007 3:18:01 PM
From: Joe NYC	Respond to of 275872

Petz, Could 200mm vs. 300mm be a factor? Fewer wafers to satisfy overall silicon requirements... Also, AMD market share was down in Q1. We will see about Q2, but it is possible that AMD's overall silicon requirements are down (on top of 300mm wafers vs. 200mm). Joe

To: Petz who wrote (235599)	7/3/2007 3:30:32 PM
From: dougSF30	Read Replies (1) \| Respond to of 275872

Well, you're nothing if not creative in your excuse-making for AMD!

To: Petz who wrote (235599)	7/3/2007 5:51:34 PM
From: Ritz	Read Replies (3) \| Respond to of 275872

I thought about Soitec some more and I think the main reason wafer requirements might be down is that part of Fab 30/38 will skip 65nm altogether and go straight to 45nm. This involves more down time for production than 65nm would have. Did you actually read the Soitec announcement? soitec.com "New products launched by main customers come on stream in the second half of the year but given the current uncertainty with regard to the timing of the ramp up in volume of these products, the Group cannot exclude that full year sales may be below the prior year." This sentence makes no sense in your interpretation.