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

To: BUGGI-WO who wrote (191356)3/30/2006 2:56:00 PM
From: RinkRespond to of 275872
 
Buggi, that's might be relevant for 65nm bulk only (might exclude SOI).

Regards,

Rink



To: BUGGI-WO who wrote (191356)3/30/2006 3:16:03 PM
From: PetzRespond to of 275872
 
I saw that Forbes story & it could not possibly be the source for the claims in the Fabtech story. I suspect the Forbes story that Fabtech saw had errors in it which are being corrected.

And who said Chartered would make Opterons? Fabtech only said "64-bit MPUs." And on a second read of the fabtech report fabtech.org I noticed that the ramp rates probably include contracts other than AMD's.

Petz



To: BUGGI-WO who wrote (191356)3/30/2006 5:24:28 PM
From: dougSF30Respond to of 275872
 
That's the bulk consortium, not the SOI group. I'm telling you guys, Chartered is coming up on *90nm* SOI for AMD, not 65nm SOI. AMD is only demoing some 65nm stuff next week for H2 production. They sure aren't busy preparing Chartered to launch that same process even sooner.

Besides, the risk would be too high. 90nm SOI from Chartered makes perfect sense for the Sempron / low-bin A64 stuff.


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