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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 213.43+6.2%Dec 19 9:30 AM EST

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To: TechieGuy-alt who wrote (200258)6/3/2006 2:05:27 PM
From: dougSF30Read Replies (1) of 275872
 
Anybody that plans to ramp volume on their new process rather than high end- must be extremely confident of their process- not less so.

BS. 90nm yields high end, mainstream and low end. What's wrong with 65nm? They don't have to make a LOT of high end parts, but they clearly NEED some ASAP, and apparently they can't make them yet, otherwise they WOULD.

If AMD would have performance lead at year's end, then you might be able to make the argument, but they won't.

Also, just the fact that they can't ship 65nm until DECEMBER 2006 should tell you something went wrong. It used to be H106, now it is a hair away from H107.

Are you going to tell me you accept the niceguy delusion that AMD just feels they don't need 65nm until then? It's fine to be 20% behind in performance across the board?

If 65nm is great, where are the Rev G samples *with published power and clockspeed*? Why didn't they talk about it?
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