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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 246.76-0.5%Nov 14 9:30 AM EST

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To: TGPTNDR who wrote (230085)4/16/2007 2:06:04 PM
From: combjellyRead Replies (1) of 275872
 
"Shows 3X @ 80% Max Thruput, good case..."

Yep. And Intel is likely there.

"Intel has said they're lagging on cycle time. Most likely pushing fabs to max capacity last year and taking the cycle time hit..."

Could be. But it also could be the extra steps to align the masks near perfectly is slowing them down.

"I didn't read the article from AMD spokesman saying they were trying to reduce transit time from 3T to 2T."

It was early last year. Watsonyouth brought it to my attention.

"Should that not, under normal circumstances, seriously increased cycle time?"

Sure. But APM is supposed to help them schedule better and minimize the processing time on a given piece of equipment to get desired characteristics.
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