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

To: dougSF30 who wrote (135808)	10/11/2004 3:32:06 PM
From: Joe NYC	Read Replies (3) \| Respond to of 275872

Doug, Huh? I'd think that primarily, AMD would be replacing and expanding the volume bands of K8 with 90nm. Just because they aren't producing many 2.4GHz 90nm parts yet doesn't mean they aren't making buckets of 2.0 and 2.2GHz 90nm 939 parts. And those 3200+ and 3500+ parts have shown easy overclocking up a speedgrade at default voltage. What I meant is if overall volume of K8 is going to be up significantly, AMD will probably keep making the same number of 130nm K8 parts, and target them at 2.2 to 2.6 GHz, whilethe additional K8 volume will come from 90nm K8s in 1.8 to 2.2 range. So the addition of K8 will come primarily at expense of fewer 130nm K7s. Joe