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

To: Rink who wrote (194708)	4/21/2006 6:26:48 AM
From: BUGGI-WO	Read Replies (1) \| Respond to of 275872

@Rink - process developments Right, thats why I'm excited too - you know, I was and I'm now bullish. The mean problem for AMD at the DC ramp is the BIG die, thats the "only", but a big problem. 512K DIEs are "OK", but 2x1MB Core in F-step are huge, too huge when you ask me to ramp HEAVILY in the desktop. For Servers no problem here, but nothing you could "throw" away in the channel for 200 bucks. So FAB36 is welcome, of course and Chartered, just because we have more DC space in FAB30 which will be needed. I saw early 65nm specs and hoped they could ramp faster, but as always, strategie is "conversative" and even very strong pushing on all fronts. So I'm looking forward for NGA intros, whether AMD will ship 65nm (preview) products to reviewers just to "piss" into the Intel parade. Depends on the launching table at Intel. ;-) BUGGI