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

To: dougSF30 who wrote (237295)	7/26/2007 4:30:12 PM
From: wbmw	Read Replies (2) \| Respond to of 275872

Re: Also, that ~1% would mean they get 1 3GHz part for every ~2 wafers. Under your assumption, 1% is plenty for AMD to capture the performance halo. You only need one low volume product to do that. 7% of AMD's server volumes are SE parts. It would be a smashing success if they could have 4% at 2.6GHz, 2% at 2.8GHz, and 1% at 3.0GHz. Unfortunately for them, their slides suggested a top bin of 2.3+ GHz. Of course, some people will remind me that "2.3GHz or higher" could mean 3.0GHz....