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

To: aleph0 who wrote (196802)	5/15/2006 11:57:42 AM
From: dougSF30	Read Replies (1) \| Respond to of 275872

B) AMD has SOI, HTT, chHTT and AMD64 64-bit Design Intel has none of the above C) AMD has APM Intel ? D) AMD's excellent 90nm yields, 65nm yields probably good as well Intel ? You're kidding, right? B) Intel's NGA parts appear to have a significant performance advantage, and will reverse the relative performance positions held by AMD & INTC for the past 3 years. C&D) Intel is mass-producing 65nm, and plans to launch 45nm in H207. Groo reports that Intel's 45nm involves "breakthroughs" and AMD/IBM are going to need a lot to counter it. Meanwhile, AMD won't ship 65nm parts until 12/06, they are launching at sub-90nm speeds, and AMD won't begin to move its largest segment (Sempron) to 65nm until H207, the same timeframe as Intel's 45nm launch. I sometimes find that the Yahoo MB actually gives a better "bigger" picture Why stop there? If you want fantasyland, simply read sharikou's blog, and ignore all contrary information.