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

To: dougSF30 who wrote (237695)	7/30/2007 4:16:04 PM
From: Petz	Read Replies (2) \| Respond to of 275872

re: Uhh Petz, you can do the same analysis on 90K wafer equivs and all 15.3M units that AMD shipped. Where did you get Fab36-only out of my statement? That's called "changing the subject." You were trying to estimate 65nm yields, so you need to look at 65nm wafer outs. DUH! I thought you were doing that but I obviously overestimated you. That's 44K in 2Q07, not 60K. Even less -- there is an average 6-10 week lag between a CPU wafer coming out of Dresden, and a final sale to a customer. Wafer outs go to package and test, then to inventory, then to either distribution channel followed by final sale or to an OEM. Go back 8 weeks and the 65nm wafer out rate is 25% less, or 33K. Uhh Petz, you can do the same analysis on 90K wafer equivs and all 15.3M units that AMD shipped. Be my quest -- you certainly didn't do that. You looked at one die, the smallest one AMD makes. You pulled current wafer start numbers from AMD spokesmen and claimed they applied to Q2 sales, whose wafer starts mostly occurred in 2006. Then you backtracked to AMD's November 2006 plan. Where did you get Fab36-only out of my statement? I didn't say that. But somehow in your mind, you think you've proved that AMD will have horrible Barcelona yields. A few good die per wafer. Keep fantasizing. Petz