Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 230.23

-4.3%

Nov 18 3:59 PM EST

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To: eracer who wrote (217854)	11/28/2006 11:29:06 PM
From: Sarmad Y. Hermiz	Read Replies (1) of 275872

>> He obviously is hoping AMD is cost and production constrained so that Intel isn't negatively impacted by AMD's move to 65-nm. Neither hoping, nor not-hoping. Hope has nothing to do with it. How about what is reasonable to expect ? So far, I'm expecting AMD's 65 nm parts to be mid range, and not raise AMD's processor gross margin. Not in Q4 '06, or Q1 '07. The clock speeds that are announced, where do AMD's 65 nm parts compare to Intel's in performance ? Like D9xx ? Or Core2 E6400 ? E6600 ? E6700 ?

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