Advanced Micro Devices - Moderated (AMD) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 214.99

0.0%

Dec 26 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Rink who wrote (151526)	2/23/2005 2:18:25 PM
From: combjelly	Read Replies (2) of 275872

"how certain are you that Presidio and Pacifica are 90nm chips?" As Doug has mentioned, those are technologies. I got that wrong. I suspect strongly that if the chips using those technologies were on 65nm, they would have mentioned it in that analysts conference back in November. They didn't. In fact, I can't find where 65nm is mentioned at all. That usually isn't a good sign... I don't think 65nm is needed earlier than that, but who knows? Bringing up Fab36 on 300mm even on 90nm means a whole lot of capacity. And there isn't any reason to believe that Intel is going to be hammering them on the performance front by then.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next