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 216.00

-0.7%

Dec 4 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Ali Chen who wrote (75626)	3/26/2002 9:49:51 PM
From: AK2004	Read Replies (2) of 275872

Ali We have some indications of amd's roadmap for the next 2 - 3 years which seems to be on the order of life-cycle of amd's recent designs. At that time amd would be getting access to 300mm fab which would increase amd's capacity greatly plus another shrink is expected at that time. I may be way off but it seems like a stretch that amd expects to quadruple an output in that time frame. If I am to speculate than I would say amd is probably building up capacity for k9 :-)) So your arguments would be applicable only over relativly short period of time. While not cirtain, I do hope that hammer performance boost would be sufficient to last that long. PLus sledge is supposed to have larger L2, if I recall it correctly Regards -Albert

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next