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kpf

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Alias Born 03/06/2003

kpf

Re: Andy Grave post# 53190

Wednesday, 11/21/2007 6:49:26 AM

Wednesday, November 21, 2007 6:49:26 AM

Post# of 151685
Do they have the cash to convert the other fab to 300mm?
Not completely yet. They might be fine for a good portion of next year's planned Capex after the equity-injection which might allow initial production. The rest is to be seen.

Seems like they need to sell another 4+ million chips per quarter to get there
As i said earlier, anything below 100Mu annually is not enough as i model it - they need 8Mu more per quarter to get there. I see no way this can be done in two quarters - this takes longer. Hector's target for 30% mss by end of 08 is not out of imagination but looks fairly ambitious.

K.


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