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

To: Elmer Phud who wrote (163350)	7/1/2005 3:02:14 AM
From: gzubeck	Read Replies (1) \| Respond to of 275872

Elmer, I would be panicking towards the end of 06' if AMD could not come up with a reasonable fix...is Intel's 65nm process and cpu design so fantastic that we should be shaking in our boots...unless the yields are there at 65nm for Intel then AMD can start to worry...but even then AMD can make 12 million dual cores with two fabs at 90nm...why do you think 65nm is a cure-all...90nm did very little for Intel...its total execution that counts...;>)

To: Elmer Phud who wrote (163350)	7/1/2005 4:13:19 AM
From: Gopher Broke	Respond to of 275872

You should be very concerned about the combination IBM/AMD vapor 65nm process. It's got twice the leakage current while using the more expensive SOI process. I also heard the metal layers are copper. There's your problem. No way they can perfect a process that uses copper instead of aluminium. It will just contaminate the whole fab.