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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 214.03-0.4%12:36 PM EST

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To: Rink who wrote (151499)2/23/2005 9:11:43 AM
From: combjellyRead Replies (2) of 275872
 
"- 65nm when?"

Good question. Looks to be end of 2006 now, if then.

"- Chartered if and when?"

Probably depends on when it is needed. The design itself is probably either done, or is close.

"- Fab 36 when, and at what node?"

Given their experience with Fab30, and assuming it is still on schedule, early 2006 still seems a go. However, that would mean 90nm.

"- Dual core Turion when?"

I'd expect to see a very low power dual core Opteron first. If Yonah looks to be a huge hit, then I suspect that AMD could follow in about 6 months. I don't see this happening in 2006.
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