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

To: dougSF30 who wrote (185253)	1/26/2006 1:53:12 AM
From: brushwud	Read Replies (2) \| Respond to of 275872

OK, you're a hypester quoting the Inq. It certainly is entertaining, but not reliably factual journalism. Let us know when you see it on cnet. They have been shown behind closed doors for a while, but look for a public debut at CeBit with 90nm parts, but I don't think they will productize it until 65nm after mid-year. Have you or Charlie actually seen it behind closed doors? I think it's patent nonsense that AMD would tapeout a 90 nm chip for demo purposes and only productize a 65 nm version of the same thing. If Woodcrest lives up to the hype, look for earlier QC parts from AMD, it is a finance choice, not a technical one, do they want to burn the wafer area when they are capacity constrained? If that's the only question, then yes, they do. A QC part will take twice the mm^2 than a DC, but they should be able to sell it for more than twice the $. So capacity constraint is not a financial reason to delay a QC intro.