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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 213.50

+6.2%

Dec 19 3:59 PM EST

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To: Elmer Phud who wrote (264895)	11/6/2010 10:43:02 PM
From: Mahmoud Mohammed	Read Replies (2) of 275872

Elmer, Re: "... Does it show "Bulldozer" Core starting in 2010?" It's here !!! Dancing in der aisles Bulldozer has taped out, the earth has moved More analyst day dirt dug up by Charlie Demerjian, November 11, 2009 "THREE VERY INTERESTING tidbits snuck out in the Q&A session at the AMD analyst day today. It seems that Fusion and the new cores have taped out and are at the fabs. The new cores were said to begin sampling to OEMs in 2010. When pressed on the timing of tapeouts, one AMD spokesperson said that the fabs were 'running product now'. That means the chips have taped out and the fun is about to begin. f you are pessimistic, you could see this as the Bulldozer and Bobcat cores being massively late. Given that they were on the roadmap for 45nm and delayed about 2 years ago to 32nm, this has a ring of truth to it. Because it was a planned move, and one that rationalizes a likely untenable earlier schedule, I don't think this is a delay, or even a bad thing. The 'delay' probably avoided another "Barcelona". Mahmoud

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