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bobs10

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bobs10

Re: CombJelly post# 69741

Tuesday, 01/17/2006 1:38:42 PM

Tuesday, January 17, 2006 1:38:42 PM

Post# of 97563
you...

It is probably at least double. But remember you get 2.25 the number of chips per wafer. So this is an estimate for may be 3 times the number of chips.

me...

Yeah, that was about what I was thinking. Current 06 AMD estimates of 50m chips don't seem to jive with that purchase ageement. If it's not DELL coming onboard then one is left with either lots of new products coming online, new OEMs being added, or big increases in purchases from current OEMs. It's probably some combination of all of the above, and maybe DELL also. In any case 06 demand will be a reflection of AMD's 05 improved situation and the added fab36 capacity. INTC has, at the least, a couple of very lean quarters to look forward to, probably more.
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