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


To: pirasa2 who wrote (238651)8/12/2007 11:28:38 AM
From: dougSF30Respond to of 275872
 
As usual, AMD's slides always contain enough vagueness to prevent a lawsuit. "sellable die output". Okay, and what die size are they assuming to generate these numbers? They don't say. So, assume the smallest die they produce, despite the fact that their mix is different and they'll be trying to ramp a 283mm^2 die in 2008. Typical AMD.