Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 210.78

-4.8%

Dec 12 9:30 AM EST

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To: dougSF30 who wrote (133610)	9/23/2004 6:23:33 PM
From: TGPTNDR	Read Replies (1) of 275872

Doug, Re: <I'm beginning to understand your username...> Kindly cut that out. Re: <Would you like to slow down the 130nm --> 90nm conversion, and produce them more expensively on 130nm?> The die cost of production at the wafer level is around 1/3 the cost of the packaged product. I defy you to prove to me -- actually I'd settle for illustrate the likelyhood -- that AMD's 90Nm final product is, at this point, less expensive to produce than their 130 Nm product. That certainly doesn't mean I'd advocate slowing down the conversion. You learn to do things well by doing them and in the Semi Biz. that means production processes may advance before they're fully economically profitable. I think that's what we're seeing here and I hope -- and think -- it's beginning of life problems. -tgp

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