Advanced Micro Devices - Moderated (AMD) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 231.39

-2.6%

10:02 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: THE WATSONYOUTH who wrote (219586)	12/8/2006 8:00:54 AM
From: rsi_boy	Read Replies (2) of 275872

>> Well.....it gets really interesting when AMD has (2) 5000W/week 65nm fabs up and running. The possibilities are staggering. At great cost to ASP. AMD would need to slash prices to clear much more. The giant sucking hole in the low-midrage on the market left by the implosion of P4 demand won't last forever... remember the days when the fastest chip AMD could make was the mid-range AXP1400? It's been a while since AMD hasn't had the performance crown. Their good fortune now has a lot more to do with supply constraints of the Core2 than anything else. What happens in Q1/Q2 as Core2 fquency goes up and price comes down?

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next