Advanced Micro Devices - Moderated (AMD) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 210.78

-4.8%

Dec 12 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Pravin Kamdar who wrote (133615)	9/23/2004 5:43:34 PM
From: dougSF30	Read Replies (1) of 275872

Pravin, It does matter how the deck chairs are arranged. Keeping a high-volume part on 130nm when they are trying to convert from 130nm to 90nm doesn't make sense. And I'd be nervous with selling 3100+ 130nm Semprons at near break-even or a loss, while saying, well, we'll make it up because we'll have better margins on those extra Winchesters that replace the Newcastles we Semproned... it is mathematically equivalent if nothing goes wrong... but I would rather be selling clearly profitable 90nm Sempron 3100s, and making a little less profit on some Newcastles that fill in for the Winchesters (ni that case). Regarding mobile, I'm not sure you can infer that much about overall 90nm binsplit progress from Low Power mobile plans. AMD still has a bit to go to match Dothan power levels. If going with a 1Mb L2 114mm^2 die helps them get there, they should do that. Doug

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next