Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 245.64

+5.2%

2:49 PM EST

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To: Sarmad Y. Hermiz who wrote (217985)	11/30/2006 12:15:49 AM
From: combjelly	Read Replies (1) of 275872

"Apparently it just isn't compatible with the process they're using for 65 nm." It has little to with compatibility. SiGe strain has a lot of "knobs" to be tuned. Until you quantify them, it affects yields. It pretty obvious that AMD is focussed on high yields at a power envelop of 62 watts at 65nm. So significant SiGe strain is something for later. AMD has moved beyond the need to roll the hard six. They need to make conservative choices for the next few years. Yeah, it means they fall behind the performance curve at times, but if they can play in all segments of the market, that isn't death. Especially if they have a comeback in the next few quarters.

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