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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 246.76-0.5%Nov 14 9:30 AM EST

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To: combjelly who wrote (228888)3/25/2007 1:33:38 PM
From: Sarmad Y. HermizRead Replies (1) of 275872
 
>> Now, over time, things will change.

What does time bring ? iterations ? Or new materials ?

If it is iterations, AMD can do those at its own pace. 6 weeks per should give them at least 10 rounds between last fall and Barcelona.

>> AMD's claim for APM is that it allows them to continually improve the transistors over time so that the last transistors on the trailing process (in this case 90nm) is the same as the first transistors on the new process(in this case 65nm).

No reason to assume they're lying. This will mean that the first launch of Barcelona will be built on the most recent Brisbane transistors as of June. So we should be able to estimate Barc's performance months before launch. Whether they demo or not.

By the way, re one of your prev posts, the shock wore off a while ago.
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