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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 209.04+0.7%3:59 PM EST
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To: TGPTNDR who wrote (133645)9/24/2004 12:29:51 AM
From: David Pletcher of 275872
 
I question your assertion that Sempron 3100+ production, at this point, would be more expensive on 130Nm

I have a couple thoughts in response to this:

1) Stipulating that production on 90nm may be more expensive, because of higher cost reagents and use of equipment that's at the beginning of its depreciation curve, it may still maximize profit to produce some Sempron output at 90nm. It's entirely possible, if not likely, that there's a substitution tradeoff to be made between 90nm and 130nm wafer throughput. It's quite possible that AMD may be able to churn out more product and turn a higher profit by favoring the denser, if more expensive, production pathway. Production cost and throughput are two separate optimization criteria.

2) Disregarding other factors, favoring production on the 90nm node provides AMD with greater opportunities to collect data for process improvement.
-- David Pletcher
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