Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 227.90

+2.0%

Jan 15 3:59 PM EST

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To: FJB who wrote (239028)	8/18/2007 12:18:18 PM
From: Joe_P	Read Replies (1) of 275872

For AMD to compete effectively in the x86 server market, it has to be on par with Intel's semiconductor technology. That doesn't mean AMD has to embrace the same technologies or have the same manufacturing structure as Intel, but if Opteron transistors are always going to be bigger and leakier than Xeon transistors, that seems unsustainable in the long run. What about Hector's statement "Our customers don't buy nanometers" ? Last I checked, when you buy a car you buy the engine too.

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