Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 213.43

+6.2%

Dec 19 9:30 AM EST

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To: ptanner who wrote (118378)	4/5/2004 5:56:19 PM
From: TGPTNDR	Read Replies (2) of 275872

PT, Re: <But as I have learned the same can be said to some of the [anti]FUD which is posted by some of the AMD evangelists here.> Yeah, well, I was irked. I did label it a rant. And I think most of it's pretty close. On your other post: Intel's .13 10% die shrink came with a whole new layout. They may have to do that again, RSN. As far as shrinks at feature size are concerned, I THINK both companies pretty figure on physical shrink to rules, then optimize once and HOPE the next feature size will be available. Sometimes it works and sometimes it don't. (sort of like my AC at home. Sometimes it works, sometimes it don't.It alternates.) When it doesn't we get things like extra metal layers... But I think Intel's .09 is in real trouble and that their year end '03 accounting for it was cooked. Which is why I went shorter Intel and longer AMD today. -tgp

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