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

To: Elmer Phud who wrote (169845)	8/24/2005 3:19:06 PM
From: neolib	Respond to of 275872

The AMD loyalists will insist that the Opteron is so superior there is no need to rush a replacement. I on the other hand believe it is because AMD has no 65nm process to rely on in the next year. Why do you link the core architecture to a process? It would appear that AMD is happy with the K8 core for the next year and more, but I suspect we will see it deployed on 65nm in H2 of next year. BTW, for some time now I have been a little worried that AMD has not said much about the K9/K10 architecture. This may be the result of shift to multicore in general, hence more mileage from the K8. It does appear that for 6 - 9 months AMD is going to lay a pretty good smack down on Intel technically. How it translates into $ in the Bank is another issue. Unfortunately, AMD seems to have a habit of aligning their periods of technical ascendency against Intel with a somewhat more questionable macro environment. Too bad!

To: Elmer Phud who wrote (169845)	8/24/2005 3:19:28 PM
From: eracer	Respond to of 275872

Re: The AMD loyalists will insist that the Opteron is so superior there is no need to rush a replacement. I on the other hand believe it is because AMD has no 65nm process to rely on in the next year. Your statement makes no sense. When was the last time AMD launched a process shrink and new CPU architecture simultaneously? Winchester was very similar to Newcastle and Thoroughbred very similar to Palomino.

To: Elmer Phud who wrote (169845)	8/24/2005 4:48:42 PM
From: Reseller Mike	Read Replies (2) \| Respond to of 275872

Elmer: They could still do a re-spin on 90nm if they had to though couldn't they? I would think they would test any new mods on the 90nm process first and then jump to 65nm to boost bin speeds. Obviously if you can't make a new architecrual tweak on the 90nm process you might be forced to wait for 65nm. Given the secretive nature of the last couple of releases, maybe they are okay and are keeping close to the chest. Regards, Mike.

To: Elmer Phud who wrote (169845)	8/25/2005 7:42:33 AM
From: kpf	Respond to of 275872

elmer The AMD loyalists will insist that the Opteron is so superior there is no need to rush a replacement. I on the other hand believe it is because AMD has no 65nm process to rely on in the next year. Both, imo. Actually, AMD apparently is confident K8 on a 90nm 300mm process is competitive enough to be deployed at Chartered only next year. While Intel loyalists might claim this as evidence AMD being a full node back in 300mm manufacturing, if AMD has found enough potential left in the node to be opened up by means of a second generation process bragging rights will move to Sunnyvale by the time AMD starts churning superior product out of a foundry a node back from Intel. K.