Advanced Micro Devices - Moderated (AMD) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 221.42

-0.1%

Dec 10 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Elmer Phud who wrote (207539)	8/4/2006 1:33:31 PM
From: Dan3	Read Replies (2) of 275872

Re: Intel's 1264 65nm process has been in HVM since last year. Yohan, CedarMill and Pentium D have been shipping in high volume for a long time now. Yet the summed total of Conroe, Merom, and Woodcrest production is about 2% for the first quarter. It just doesn't add up. Both Intel and AMD have done massive stepping changes that convert significant portions of their production (more than 25%) from one month to the next. A stepping change is basically a mask change and you post as though nothing else is different about fabbing CWM vs. Yonah or Pentium D. Clearly, there is something else going on. We know Intel has substantial inventories and is still continuing to produce older parts.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next