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

To: pirasa2 who wrote (238649)	8/12/2007 7:40:23 AM
From: Hans de Vries	Read Replies (2) \| Respond to of 275872

2007: 85 million CPU in house + ~15 million CPU @ Chartered 2006: 55 million CPU in house + ~10 million CPU @ Chartered That's up 50% from 2006 due to the 65nm conversion. See sheet 12 here from the Technical Analyst day two weeks ago: amd.com Regards, Hans

To: pirasa2 who wrote (238649)	8/12/2007 11:31:16 AM
From: dougSF30	Read Replies (1) \| Respond to of 275872

60% yield (130 KGDs) initially, improving linearly to 80% yield at the end of 16 weeks. Completely bogus numbers, not in line with AMD's stated defect density for Barcelona on 65nm, 300mm wafers. Off by a FACTOR of 2 to 3.

To: pirasa2 who wrote (238649)	8/12/2007 3:38:11 PM
From: Tenchusatsu	Respond to of 275872

Pirasa, > Sep 10 is when Barc comes out. Shipments will follow immediately. That means Barc wafers started at around 6/10. Suit yourself. AMD has a long track record of paper launches, yet you're giving AMD the benefit of the doubt with the Barcelona launch. Hector said it himself. Barcelona won't have a material impact on earnings until next year. *It's likely that AMD is only going to "launch" Barcelona for PR.* Which is what I would do if I were in Hector's shoes and Barcelona couldn't meet my wildly compressed schedules. So I'll just say it myself. "That can't be doable. Neener neener neener. IWIN!" Tenchusatsu