Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 250.10

-3.7%

Nov 4 3:59 PM EST

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From: plantlife	12/7/2006 10:19:57 AM
	Read Replies (1) of 275872

I think it's time to consider Doug as a contrary indicator. He is focused on Barcelona and AMD's 65nm process shrink, in fact, he's almost paranoid about both. I don't see this as an Intel investor's attitude, as much as an overextended AMD short seller on margin. The 16 way Barcelona is a milestone achievement, and Intel is more than a year away from catching up to where AMD is today in the development of this technology. Not only the Quad core on a single die, but the DCA interconnect is a masterpiece, the likes of which Intel may never duplicate. The 65nm transition is not a big deal, except that without it Barcelona doesn't ship.

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