Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 208.44

+8.3%

Feb 6 9:30 AM EST

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To: amdobserver who wrote (254797)	7/24/2008 8:53:02 PM
From: dougSF30	Read Replies (1) of 275872

Shanghai will be on 45nm, going to be cheaper. This is not the case until such time as AMD yields more die per 45nm wafer than they do from a mature 65nm-process wafer. In addition, the 45nm process using immersion may be more costly per wafer. Shanghai is already in production. AMD's definition of "in production" is... rather liberal. AMD hopes to ship for revenue in early Q4. Shanghai consume less power. It does appear to consume less power at 2.3GHz. Beyond that, we don't know at this time. Indication from several Chinese sites it will run at 2.8Ghz or more. Link the "several" sites, please. I've seen one experiment showing that with one core stressed, it completed a benchmark at default voltage at 2.8GHz. Intel reaction. Nehalem(2.6GHz) at $286 Why must this be "a reaction" Intel bring forward Nehalem launch to September even though Nehalem is not ready for launch. I can make things up, too! Current Core2 Quad @3.2Ghz is selling for $999. Why does Intel want to sell Nehalem at $286 during launch. Because as time goes on, Intel increases performance, and prices waterfall? By your "logic", Core2 pricing should start where the highest P4 price left off, and then some. The market doesn't work like that. it does not make business sense You don't appear to understand that demand is price-sensitive. Another way of saying this is that CPU ASPs over time have not risen in direct parity with CPU performance.

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