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

To: AK2004 who wrote (156956)4/19/2005 5:11:02 PM
From: Elmer PhudRead Replies (1) | Respond to of 275872
 
aLbErT

why would they need to? I can not believe that intel is capacity constrained and otherwise, to my (limited) best understanding, there is not that much advantage in 65 over 90 ......

Obviously Intel has only one thing in mind. To destroy AMD. All Intel's actions should be viewed in that light. You should know that aLbErT.



To: AK2004 who wrote (156956)4/19/2005 5:11:44 PM
From: Pravin KamdarRead Replies (1) | Respond to of 275872
 
Albert,

to my (limited) best understanding, there is not that much advantage in 65 over 90 ......

Sure there is. Dice get smaller, and margins go up. Hence, Intel raises margin guidance for 2005.

Pravin.



To: AK2004 who wrote (156956)4/19/2005 6:58:15 PM
From: j3pflynnRead Replies (3) | Respond to of 275872
 
Albert - maybe the rush to 65nm is power consumption driven.
Paul


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