Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: dougSF30 who wrote (237733)	7/30/2007 6:13:41 PM
From: Sarmad Y. Hermiz	Respond to of 275872

>> Those starts get earlier and earlier every time you bring them up! Since all parts sold in q2 had to come from wafers started prior to q2, there is an implied assumption that wafer starts in q2 are a good estimate for wafer starts in q1. I think this is a fair assumption because by end of q1, fab 36 had been in production operation for over 15 months. I would expect wafer starts had reached a stable level at end of q1. And that q2 number from AMD was about same as q1, even though q1 number was not given. Maybe Petz disagrees with that assumption.

To: dougSF30 who wrote (237733)	7/30/2007 8:42:43 PM
From: Petz	Read Replies (1) \| Respond to of 275872

For the umpteenth time, you are ignoring several factors 1. A wafer out with 200 good CPU's doesn't result in a sale of 200 CPU's until 8 weeks later. It has to be packaged, tested, and then sits in inventory for awhile. I have never bought a chip with a date code less than 6 weeks old, and that is the date it was tested, not the date the wafer left the fab. 2. The intent of the chart was to show wafer out capacity, not the plan for wafer starts or wafer outs. Obviously AMD is not utilizing Chartered at a constant rate for all of 2007. AMD would obviously reduce wafer outs during Q2 even though the chart shows that wafer out capacity is growing. Why don't you try and calculate Intel's yields. They have >5x the 300mm fab space, but can't seem to ever make 5x as many CPUs. Petz