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

To: Petz who wrote (133758)	9/24/2004 2:49:51 PM
From: eCo	Read Replies (1) \| Respond to of 275872

Petz, Nice post. I would only note that this overclocking data point is encouraging: Message 20563642. 2) the fact that they chose to produce notebook chips first rather than an Opteron 252. I don't think this is as big an issue. If 90nm has decent power characteristics, then it makes sense to attack the notebook segment. The 'undervolting' noted in the referenced post above is encouraging in that regard. As THEWATSONYOUTH and others pointed out, the mobile segment is the final Intel nut to crack, and it's unlikely AMD will get another opportunity this favorable anytime soon. Regards, eCo

To: Petz who wrote (133758)	9/24/2004 9:41:00 PM
From: TGPTNDR	Respond to of 275872

Petz, Re: <I never explained why AMD originally planned to continue 130nm castrated-K8 production for so long. Two reasons I think. First, Sempron demand exploded because of the China thing. But before they knew that, the demand wasn't going to be very great, so they wouldn't have to use 1/3 of the fab to fulfill it. So 130nm was reasonable, pre-China; it's not, post-china.> Rather strongly IMPLIES confidence on AMD's part in their 98Nm process, doesn't it? Also lends credence to the perception of many here that AMD was DEMAND limited. May lead some to believe that in Q4 AMD thinks they'll be SUPPLY limited and see their 90Nm process as a way out. I think I like that explanation. And the November introduction date for the 90Nm Sempron 3100+ product would seem to allow for wafers starting in serious quantity last month -- about 4 months after start of 90Nm production. I wonder if they did? If so it could indicate a potentially large volume ramp in Q4. Are there more options in my future? -tgp