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

To: Petz who wrote (237723)7/30/2007 4:32:55 PM
From: Sarmad Y. HermizRespond to of 275872
 
>> 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.
<<

I don't know what doug fantasizes about, but I expect barc will have low yield. So how can we tell whether the shared fantasies will come true or not ?

Do you want to use financial data, since that is guaranteed to be accurate with criminal penalties to discourage creativity ? If AMD's loss in q3 is higher than $400m and in q4 above $200m, would you agree that doug's fantasy deserves respect ?

How about you propose the validation criteria ?



To: Petz who wrote (237723)7/30/2007 5:19:00 PM
From: dougSF30Read Replies (2) | Respond to of 275872
 
and claimed they applied to Q2 sales, whose wafer starts mostly occurred in 2006.

ROFL!!! Those starts get earlier and earlier every time you bring them up!

You still haven't accounted for the 6.3 BILLION mm^2 of wafer out area AMD claimed they'd have in Q2, with only 15.3M units shipped.

AMD's sellable yields are awful with the vast majority of their parts being sub-150mm^2. Just think how much worse that becomes when they are making ~300mm^2 parts.


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