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

To: Magrathea who wrote (196334)	5/10/2006 6:36:34 PM
From: niceguy767	Read Replies (2) \| Respond to of 275872

"our intention is to make a lot of noise at our June analyst conference." So there you have it! Turion X2's in June, first 65nm product in September, and a few other goodies?

To: Magrathea who wrote (196334)	5/10/2006 7:34:03 PM
From: dougSF30	Read Replies (3) \| Respond to of 275872

They should be making noise NOW, to get folks to want the AM2 platform, even if AM2 CPUs will be outperformed by Intel's NGA stuff for a period of time. If they have a drop-in improvement coming (K8L), they should be talking about it already. Surely AMD investors would've appreciated it.

To: Magrathea who wrote (196334)	5/11/2006 5:51:10 AM
From: Rink	Respond to of 275872

re: our intention is to make a lot of noise at our June analyst conference. A bit later in the interview Henri states that their development cycles are out of synch and that in H2 AMD is on the flatish part of the performance improvement curve. Socket AM2/F won't change performance much, 65nm will change it somewhat significantly enabling them to follow Intel's frequency ramp of NGA from a medium size distance, and only K8L will have enough performance increase to put them back in leading position. Regards, Rink