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

To: Petz who wrote (238666)	8/13/2007 8:43:06 AM
From: Sarmad Y. Hermiz	Respond to of 275872

>> Then you have to adjust for the fact that more chips sold in Q3 will have been produced at 65nm node, Yes, that's true of course. But that was nearly true in the previous quarter also. So there will be some positive effect, but not much. >> Finally of course, you've got to add Chartered, which doesn't show up in inventory at all. Maybe. (I don't think so though). And even if true, that would be only for the wafers, before they are tested, cut, packaged, etc.... Anyway, it does not look at all that AMD gets much volume from chartered. There simply has not been any visible increase in AMD's unit count after start of Chartered production was announced (May '06). First delivered wafers should have been in July '06.