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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 222.48+0.4%3:14 PM EST
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From: plantlife12/11/2006 9:47:55 AM
of 275872
 
AMD 65nm shrink delay, if it really is a delay, could have a lot to do with having to supply a large volume of chips to Dell.

Having to do this may have put back the transition schedule. I find all this talk about transition dates and die size as a very speculative exercise and and sprinkled in with a lot of FUD.

Not to say that it is time wasted, but in its proper perspective, it is interesting from a technological point of view more so than as a tool for making an investment decision.

Just my opinion, naturally expect many to disagree.
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