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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 213.43+6.2%Dec 19 9:30 AM EST

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To: economaniack who wrote (219802)12/9/2006 1:30:56 PM
From: Sarmad Y. HermizRead Replies (2) of 275872
 
E,

I see your post has 7 recommendation. And the hour is still early. Congratulations. A definite candidate for the Hall Of Fame of Recs.

I understand you have been following AMD for a long time. I wonder if you have insight on what has gone wrong in AMD's 65 nm process. 7 months ago (early April) you said AMD was already making 65 nm chips, and volume would be ramping within a couple months of April. I wonder what is your interpretation of events (or lack of) since then ?

Sarmad

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Message 22331245
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To: paarl99 who wrote (192388) 4/6/2006 9:40:27 AM
From: economaniack of 219818

Beyond beyond.

AMD is already producing 65nm chips. Fab 36 was equipped for 65nm. They have just made srams on 45nm and they aren't sure whether they will use immersion or not means it is years away from production. 65nm will start production ramping in a couple months. AMD will need the capacity gains from going to 65nm next year.

E
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