Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 262.33

+3.4%

9:49 AM EST

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To: NicoV who wrote (198199)	5/22/2006 4:48:36 AM
From: Rink	Read Replies (1) of 275872

re: For the last few quarters, AMD has been very capacity constrained. That means that they must have turned all process variables towards high yields, sacrificing high speed. They may even have stopped using their stress mechanism if it would sacrifice yields. Sorry but I think that is BS. AMD might have delayed using new additional SiGe stain (additional to current DSL strain) to 65nm because of it (unlikely but possible from my point of view), but I believe there's no chance whatsoever that they stopped using DSL at any moment last couple of quarters. I don't think it work that way. It would have meant producing chips a couple of revs back, and we haven't seen evidence of that. Also performance and power advantages of DSL are very significant. Regards, Rink

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