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

To: pirasa2 who wrote (238628)	8/10/2007 5:37:59 PM
From: dougSF30	Read Replies (1) \| Respond to of 275872

we are dealing with an almost fully ramped 65 nano, 300 mm, 30000 WSPM capable FAB No we are not. 20000 WSPM currently, ramping to 24K WSPM max in 2008. Why are you always spouting crap that is even MORE enthusiastic than the wildest proclamations of AMD execs themselves? I used a 90% yield assumption since it is hard to qualify anything less as "world leading" More crap. Try using a yield calculator with AMD's announced 65nm process defect density of 0.45 and plug in Brisbane die size. Then try Barcelona die size. Answer: ~60% yields for Brisbane, ~30% for Barcelona.

To: pirasa2 who wrote (238628)	8/10/2007 9:22:56 PM
From: TGPTNDR	Respond to of 275872

P2, Re: And Tench, go r... pir, I can appreciate your frustrations with TEN. I doubt he's truly venomous in nature, just a company kind of guy. There is, really, no reason to be offended, upset, or ... by those kind of responses. I put them out, personally, in the 1970s and early '80s to my friends as an employee of AT&T. Really believed it. But it wasn't so. OOPS. AT&T LIVES again; one of the southern USA telcos bought their name. -tgp

To: pirasa2 who wrote (238628)	8/12/2007 4:08:24 AM
From: Tenchusatsu	Read Replies (2) \| Respond to of 275872

Pirasa, > And Tench, go revisit your posts which insisted on claiming AMD had 13 million unit sales in Q4 06, try to appreciate the civility of responses or lack of insulting responses to that crap, before attacking any one personally. You're still hanging onto that one "victory"? LOL, I'm not the only one who thinks you're overly optimistic. Your expectation of a million quad-cores by the end of this year is ridiculous enough. It took Intel longer than that to get to the one million mark, and Intel has more 300mm fabs and an easier time making its quad-core CPUs since it's two dual-core dies in a package. I tried to point this out to you before, but you split hairs and responded, "A million Barcelona cores," as if you think you had a valid counterargument. Oh, and one more thing. Beamer has already corrected my error in numbers ... Message 23775740 ... yet he still agrees with me that 23-24M units in Q4 2007 is out of the question. But I guess that's just more "FUD" coming from Beamer: Message 23774767 People in glass houses shouldn't throw stones. Tenchusatsu