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

To: Hans de Vries who wrote (238650)	8/12/2007 8:19:34 AM
From: pirasa2	Read Replies (1) \| Respond to of 275872

Considering that 2007's 85 million capacity is back-end loaded, AMD's in-house Q3 capacity must in fact be closer to 25 million units. When Chartered is factored in, it must be about 30 million units. So 23-24 million Q4 sales can easily be handled production-wise. End of story. Or maybe not. The clueless may now choose to attack Doug Grose, SVP, AMD. Sue them if you prefer and prove in court that AMD's 2007 capacity can only be 50-60 million. You can make millions. Thanks for the slides, Hans.

To: Hans de Vries who wrote (238650)	8/12/2007 1:49:44 PM
From: wbmw	Read Replies (1) \| Respond to of 275872

Re: 2007: 85 million CPU in house + ~15 million CPU @ Chartered Fantastic, Hans. 100M CPU capacity, and they've only gone through 26.4M so far this year. investorvillage.com I guess that means 73.6M in H2 2007, by your data. AMD doesn't have to wait until Q4 to sell 25M CPUs. They can do it in Q3, and still have enough in Q4 to reach 80% of the market. Either that, or they have some major undercapacity charges coming up. Thanks for the data.... Edit: Possibility #3: AMD's charts don't mean anything. I guess people here don't want to consider that option, since they take everything AMD tells them at face value, including you.