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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 228.44-3.9%9:37 AM EST

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To: Rink who wrote (229002)3/27/2007 4:24:55 PM
From: TGPTNDRRead Replies (1) of 275872
 
Rink, Re: They *may* have difficulties with their latest form of strain because power hasn't improved much yet from 90nm to 65nm. But there are many other reasons for this too....>

I don't think there's any doubt remaining, at least to me, that AMD 65 Nm is having more problems than I anticipated.

At the same time, though, I'm of the Opinion that while their 65 Nm is Stuck, that 90 Nm is continuing to use APM gathering data to go beyond, in performance, where 90 Nm was intended to cross over the 65 Nm process.

IMO AMD most likely set an aggressive performance/watt goal for 65 Nm process and is sticking to the process/design, as closely as they can while trying to get yield irrespective of bin split. (Remember that for at least a year, and maybe two, AMD has been saying no immediate performance advantage but performance/watt in going to 65 Nm.)

This is something we've seen happen before. It is gratifying, at least to me, to see volume of 65 Nm at any speed even while the bin splits are not there, as compared to the continually progressing 90 Nm.

With practice comes results and volume practice seems now, at last here.

It's on the order of my post of last ?December? indicating my Opinion that Intel had gotten, finally, their 65 Nm CMW production working properly.

We shall see.

I Hope AMD's spring and summer manufacturing progress results will prove more satisfactory than the fall and winter ones.

I expect them to,
-tgp
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