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kpf

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kpf

Re: alan81 post# 52786

Friday, 11/16/2007 12:33:46 PM

Friday, November 16, 2007 12:33:46 PM

Post# of 152232
With around 40Mu/year the $2B/year still comes in at $50/unit
AMD sells nearly double this figure at currently, and R&D includes the AtI portion.
But nevertheless, they know they need more volume and have said so. Anything north of 100Mu might be ok to hold the stakes going forward, anything south of this probably not.

K.

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