Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Joe NYC who wrote (149120)	1/26/2005 11:58:15 AM
From: KeithDust2000	Read Replies (1) \| Respond to of 275872

Joe, While it would be nice to have both 2x1MB and 2x512K on desktop, AMD needs to set priorities, and I think server is the highest priority. Yes, and rightfully so. Given all the configuration of number of cores and cache sizes, 2x512KB is just another model that can be brought out anytime AMD puts some resources on it. Yes, my problem is the timing, and the lack of 90nm capacity on AMD´s part, this year and up to the point whenever Chartered and Fab36 will ship substantial volumes into the marketplace (I would guess not before H2 2006, and I´m still skeptical if the Chartered deal will work at all, still looks like UMC to me).