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

To: brushwud who wrote (185258)1/26/2006 2:01:43 AM
From: dougSF30Read Replies (1) | Respond to of 275872
 
Quoting the Inq makes me a hypester?

Besides, given that the Inq talked about QC surfacing in Q106 last June or so, and mentioned a demo at CeBIT last month, and now *AMD* says they will be demoing quad core *at the same time* they intro Socket 1207 / Rev F (well known to be a CeBIT "intro" / April launch ), I'd think you'd give them a little more credit on this one.

I question your unwarranted assumption that a 90nm non-production QC part would only be used for demo purposes.

Consider that OEMs developing QC-based servers might like to have some samples well in advance of a product, and wouldn't much care if the final product was 65nm instead of 90nm.

I would agree that no capacity constraint logic should apply, given the volume of QC parts needed.



To: brushwud who wrote (185258)1/26/2006 5:27:30 AM
From: THE WATSONYOUTHRead Replies (2) | Respond to of 275872
 
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.

Perhaps it will be a 65nm demo. They only need a few chips for demo purposes. If the design is ready, I see no reason why at this point in time they could not yield a few chips.

THE WATSONYOUTH


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