Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 252.74

+0.3%

3:59 PM EST

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To: j3pflynn who wrote (217660)	11/27/2006 9:53:44 AM
From: Rink	Read Replies (3) of 275872

(EDITED) Eracer/Paul, I expect a +- stealthy launch, as there are just a few points to review: Performance will be identical. Power might be a bit better. I'm not expecting good overclocking for the first steppings. All in all this is more of an AMD event than a customer event: It immediately allows AMD to ramp both total unit volume and the DC/SC ratio. This allows dropping prices, higher unit share, lower margins, and almost maintain revenue QoQ. It allows Barcelona later (higher margins). EDIT: Reseller Mike got an indicator that 65nm might indeed be due rather soon now: investorshub.com Because of the Inq article, Reseller Mike's tidbit, and the absence of any articles about potential delays, I'm quite sure that the planned launch for December is about certain. Regards, Rink

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