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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 205.49+3.7%10:00 AM EST
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To: dougSF30 who wrote (200242)6/3/2006 1:57:20 PM
From: TechieGuy-altRead Replies (3) of 275872
 
No one claims that AMD can't produce a *sample* at 65nm, running at unspecified power and clock. But the fact that they plan to ship 65nm *production* parts in *December* at *2.4GHz and below* strongly suggests all is not well with their process. They must still be working on some problem or other, otherwise they'd be starting wafers now, and shipping sooner than December.


This comment is entirely along the lines of Mossmans' who commented that he was "surprised that AMD is going to ship high volume rather than high end on 65nm".

Then he extrapolated that to mean there must be something wrong with 65nm.

I think it points to the opposite. Anybody that plans to ramp volume on their new process rather than high end- must be extremely confident of their process- not less so.

Also points to socket wins that AMD must have in the pocket.

I give to you that 95%+ of mainstream CPU's go to folks that don't give a damm (or know how to) about their CPU performance.
[Edit: and mainstream corporations do not care about ~15-20% performance difference/Edit]

With the demise of the clear Mhz as benchmark, there is no easy way for the consumer to determine relative performance.

I think the thing to keep in mind is that AMD will have the capacity to supply 25%+ of the volumes by end of year at ~8X less employess as compred to Intel. That's at least a 2X advantage of CPU/Employee as compared to Intel.

Think about that.

I think you may be in for a surprise wrt Intc/AMD Q2 results and I predict that you will attribute that to "NGA was not here- AMD was not affected was an anamoly- wait for Q3".

And then you will be surprised by Q3 results.

TG
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