Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 231.83

+1.7%

Jan 16 9:30 AM EST

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To: fastpathguru who wrote (213678)	10/16/2006 11:00:55 AM
From: Joe NYC	Read Replies (3) of 275872

fpg, I think ATI acquisition (and as a result accelerated development of CPU-GPU on the same die) puts more pressure on AMD process development, as far as timing of migration to more advanced nodes. These multi-core CPU + GPU cores will be large. Shrinks to the next note will be important. I may be completely wrong, but quad core CPU will be a plateau as far as number of CPUs (except the servers), so one are where surplus transistors went will not need much. OTOH, GPUs are insatiable as far as the transistors are concerned, so the race pack more transistors on a die will continue... Joe

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