Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 246.28

+4.0%

3:59 PM EST

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To: Joe NYC who wrote (197824)	5/19/2006 12:45:59 AM
From: combjelly	Read Replies (2) of 275872

"Is it possible that there is no K8 shrink and the first thing AMD will be introducing on 65nm is K8L?" K8L has a number of complex changes. So there is some risks. AMD has enough resources to pursue both a dumb shrink and K8L. It is even possible that both become products. A dumb shrink with the denser cache would be a good low to mid-range product where absolute performance isn't as important. In addition, it would be a good choice for Turion, given that power consumption will be lower than a K8L Turion. K8L would be aimed at the performance and server/workstation market. Possibly with a version for performance notebooks. So if they have first silicon, or at least are close, and need no more than one respin, then K8L could be a product at the first of the year. If not, then the fallback is the dumb shrink. I guess they are figuring that out now and will tell us come June.

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