Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 221.05

+1.4%

Dec 8 3:59 PM EST

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To: hmaly who wrote (133770)	9/24/2004 10:19:52 PM
From: TGPTNDR	of 275872

Harry, Re: < It could very well be a matter of lowering your risk. ...Their 130 nm process is good enough to compete against Intc's high end right now, so why take the chance. ...> I'm generally of the opinion that there's no such thing as stopping at being 'good enough to compete'. If AMD could bring out a 5000+ today I'd like to see them do it even if they then couldn't bring out a higher rated part for the next year. I'd like to see them do that *even if it took a new mask set ($40M?) and only produced ONE* good die per wafer($4K each?)*. Limited production run, 500 available per quarter. $4500/copy. Pure advertising. Lose money on each one and OWN* the high end. Like Winchester's 'One of 1000' series back in the late 1800s, early 1900s. I've been of the opinion that AMD's been demand limited for the last 4 years at least. Perhaps that's about to stop even as production ramps. Bullishly yours, -tgp

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