Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 214.11

+3.9%

Nov 26 3:59 PM EST

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To: dougSF30 who wrote (199284)	5/29/2006 1:50:36 PM
From: Dan3	Read Replies (1) of 275872

Re: Until it is, your claim is based on nothing but wishful thinking. A few things have leaked out: AMD is shipping 2.4ghz X2s at 65W amdcompare.com And 2ghz X2s at 35W amdcompare.com These are 90nm parts and they seem to be pretty low volume - a lot like INTC's future 65nm 2.66 parts. Keep in mind that even though we're talking future Intel parts, even though they're using SiGe, Intel Conroe is burning 85W to get to 2.93ghz. INTC couldn't come close to competing with AMD at 90nm. INTC expects to see a big drop in power use plus an increase in performance when they went to SiGe at 65nm. AMD will be shipping similar 64-bit SiGe parts at 65nm about a quarter later than Intel - why, Doug, are you not expecting that AMD will see similar gains? The move to copper was big boost to both AMD and Intel - why should the move to SiGe boost Intel but not AMD?

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