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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 200.46-17.2%Feb 4 3:59 PM EST

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To: mas_ who wrote (197099)5/16/2006 3:12:21 PM
From: dougSF30Read Replies (1) of 275872
 
No mention (or photo) of first silicon... And no qualification of "2007" yet. My guess is that this suggests:

(1) First 65nm parts are the 'dumb shrink'.

(2) K8L 2007 timeframe will be either "mid" (Q2Q3) or H2 (Q3Q4). So about 1 year after NGA +/-. AMD better make sure it is -, not +.

BTW, someone at AMD marketing should explain why this talk was not given back in March, during IDF. Dumb, dumb, dumb.
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