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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: xun who wrote (103625)	10/24/2003 5:02:32 PM
From: Joe NYC	Read Replies (1) \| Respond to of 275872

panic, Do you think AMD needs 90nm to volumn-produce Athlon FX53/55 or Athlon 64 3400+? AMD probably does not need 90nm low volume Opteron / Athlon FX, but to get Athlon 64 into mainstream with more than 2M units per quarter, 90nm is needed, IMO. On clock speeds, 2.4 to 2.6 GHz should be possible on 130nm. Joe

To: xun who wrote (103625)	10/27/2003 1:08:31 PM
From: Charles R	Read Replies (1) \| Respond to of 275872

Panic, <Well, doesn't that imply AMD the stock is going to go to the moon again:^)> Like I said sometime back, AMD is in the clear until Intel ramps 90nm. So, the stock should do well for a couple of quarters. After that it is a much tougher call. Lot depends on how well AMD can market 64-bits. <Do you think AMD needs 90nm to volumn-produce Athlon FX53/55 or Athlon 64 3400+?> Based on what is out there it is pretty clear that 2400MHz on 130nm is easy. 2600MHz is doable. But since max shipped speed grades are a function of bin splits and volume, a lot depends on the total volume (i.e., the faster the ramp, the more likely you will see higher speed grades). <More importantly, what will Intel pull from its hat without 90nm for more than 6 months in 2004? > 3400 and 3400EE should be pretty easy to do. Possibly 3600 with heatsink/motherboard kind of changes.