Replies to post #45472 on Advanced Micro Devices Inc (AMD)

[pgerassi]

Dear Grimes:

A rough guide to volumes given the typical demand surge of a "hot" product, 1-1.5 million K8 in Q3, 2-3 million in Q4, 4-6 million in Q1, 6-10 million in Q2 and 9-12 million in Q3. By high end Q2 to low end Q3, AMD will need to make 10 million K8 a quarter. Now either they supplant Fab 30 with an outside foundry making the cheap K8 Semperons (the slower clock allows the slower foundry process (built for yield, not speed) to produce saleable clock bins) or they bring up Fab 36 faster to make more CPUs. Most including myself figure the former, but they would be happier if the latter was truly ready.

Pete