Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 221.42

-0.1%

3:59 PM EST

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To: TGPTNDR who wrote (133645)	9/24/2004 2:48:09 PM
From: hmaly	Read Replies (1) of 275872

TGPTNDR Re..Why do you think AMD is using it's next generation process to produce loss-leaders? It could very well be a matter of lowering your risk. AMD can only produce a certain percentage of 90 nm parts now. Their 130 nm process is good enough to compete against Intc's high end right now, so why take the chance. High end doesn't allow for as many problems as the low end. So, if AMD's 130 nm process is good enough to keep the high end, and it is, why take the risk, of unforseen problems developing, and ruining your high end. Work out all the kinks at low end, then move the 90 nm up to high end. That could easily have been a management decision, before any volume wafers were produced. Then, if there weren't any problems, showing up at low end, then switch to the high.

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