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

To: Rink who wrote (182552)	1/8/2006 9:02:52 PM
From: KeithDust2000	Read Replies (2) \| Respond to of 275872

Rink, my position is that what counts for sales and competitiveness in the marketplace are volume production and the resulting volume shipments to customers, and then volume availability at your local OEM/retailer. INTEL´s roadmap called for volume production of Yonah in Q4/05, followed by volume shipments in Q1/06. What I have seen until today suggests they have met their roadmap, while moving to 65nm. AMD´s roadmap called for volume production of DC Turion in Q2/06, and I haven´t seen any evidence yet that suggests that they have been able to do better than that, on 90nm. Regards, Keith