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 240.73

-2.9%

9:45 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: dougSF30 who wrote (230092)	4/16/2007 2:27:22 PM
From: TimF	Read Replies (1) of 275872

There isn't enough information in that slide to debunk Pete's comment. It doesn't have the equivalent information for Intel. So no matter how late of date it gives for AMD's 100% conversion to 45nm or less it doesn't prove that Intel will be converted first, at least not by itself. Also it doesn't break down how much of the 65nm production is chartered. Its quite possible that AMD's own fabs could be all at 45nm or lower while chartered is still make 65nm chips for AMD. Its possible some of Pete's specific arguments for his case where countered by that slide, but the overall case wasn't. For the reason I gave (and I think others as well) his overall argument might not be important even if true, but it hasn't shown to be false.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next