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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 217.54+1.6%12:59 PM EST

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To: brushwud who wrote (185258)1/26/2006 2:01:43 AM
From: dougSF30Read Replies (1) of 275872
 
Quoting the Inq makes me a hypester?

Besides, given that the Inq talked about QC surfacing in Q106 last June or so, and mentioned a demo at CeBIT last month, and now *AMD* says they will be demoing quad core *at the same time* they intro Socket 1207 / Rev F (well known to be a CeBIT "intro" / April launch ), I'd think you'd give them a little more credit on this one.

I question your unwarranted assumption that a 90nm non-production QC part would only be used for demo purposes.

Consider that OEMs developing QC-based servers might like to have some samples well in advance of a product, and wouldn't much care if the final product was 65nm instead of 90nm.

I would agree that no capacity constraint logic should apply, given the volume of QC parts needed.
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