Advanced Micro Devices Inc (AMD)

[Elmer Phud]

Yourbankruptcy -

About this 50% initialization. Do you have any clue what they are doing there?

I'm assuming this is all the market will absord at this time.

Maybe they started making Athlon 64 is vulume, then found a bug and dumped everything?

Sure that's possible but would that bug also effect Opteron? Also remember this is an Athlon with 2 extra pipeline stages, a memory controller and a aHT port on SOI. They've had over a year to find and fix bugs. It's not like an Itanium which was a whole new design from the ground up. I can't believe the design was that hard. Process continues to be the likely problem as everybody in the world predicted from the start. Sure, they've called in the cavalry (IBM) but where is the evidence to show that IBM has ever established good yields on their own process? They don't have to ship high volumes. Who knows what their yields are?

Maybe they started big flash 0.13 ramp?

That's Fab25 in Austin.

This secret production has to be related with something unannounced.

What secret production? XP and Barton demand only requires half a fab, assuming good yields and good binsplits.

Do I undertand correctly that cost of running the fab is not that much different with lower utilization?

I guess a large portion of the costs are fixed but profits won't come from half a fab.

God Bless America.