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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 218.11+1.0%12:29 PM EST

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To: dougSF30 who wrote (219137)12/5/2006 7:27:59 PM
From: justaviewRead Replies (1) of 275872
 
From the AMD Q&A
amd.com
Q: Do these first 65nm processors come with a performance enhancement?
A: These new 65 watt processors are designed to deliver improved performance-per-watt by maintaining the performance of previous 90nm products and reducing power consumption. A new feature benefit to aid in reducing power consumption is C1E. C1 Enhanced (C1E) is an advanced power management feature to slow select system functions when not in use to reduce overall power consumption.

Why “are designed to deliver” instead of “deliver”? Why mention C1E as a new 64nm feature when it’s available in 90nm parts?

Q: Why did you bring 65nm technology to the desktop product segment first, before server and mobile?
A: As a customer-centric company, AMD makes decisions based on what our customers say they need, and when they say they need it. Momentum continues to be strong for AMD mainstream desktop parts worldwide, so we chose to serve this segment first.

Good question and a non-answer.

Q: When do you anticipate shipping 65nm mobile and server processors?
A: AMD plans to introduce a number of 65nm processors during the next six months to completing a rapid transition. At this time we aren’t disclosing specific dates on our 65nm mobile and server products.

The spin seems to be that 65nm is the “power” story, yet the first products are desktop with no stated plans for the mobile. Investors are well advised to watch what they do instead of listening to what they say. From all the weaseling that is going on, the only reasonable conclusion that I can arrive at is that the 65nm is mostly the “die size” story and not even a good one.
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