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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 200.98

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3:59 PM EST

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To: rwhigham who wrote (201617)	6/12/2006 5:14:51 PM
From: Petz	Read Replies (2) of 275872

re: AMD said last week that the new transistor (SiGe) is 3 months away and the first 65 nm parts are 3 mos after that. I pointed that out on this forum Message 22505475 Message 22505519 Message 22505550 but it was pretty much ignored. But, unlike what I said in the second post, the embedded SiGe transistor is already being used in 90nm wafer starts that we will see ~August/September, otherwise the Last 90nm=First 65nm would not be true. I think the transistor symbols show up not where wafer starts occur, but where production output starts. Otherwise it would be quite a stretch to "predict" when then next transistor will be ready. It is, in fact, not a prediction, but time required for the normal fab/packaging cycle, 3 months. So the August/September 90nm parts should bring about 14.5% clock/power improvement, followed in December by a small improvement due to the shrink. Petz

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