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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 259.65+2.3%Jan 23 9:30 AM EST
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To: Magrathea who wrote (221804)12/30/2006 2:44:35 PM
From: dougSF30Read Replies (2) of 275872
 
the lowest bin coming out of AMD beats 75% of INTC's current production at the end of 2006. It may not be exactly right,

LOL. Nowhere *near* right. In H107, it will be practically the reverse. And again, look at all of 2007:

Intel will be ~75-80% Core2, at 65nm and some 45nm.

AMD will be only 7.5% K8L, the rest K8, at least 45% 90nm, rest 65nm.
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