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

To: Magrathea who wrote (197905)	5/19/2006 11:29:28 AM
From: gzubeck	Respond to of 275872

Ya know...Intel can have the temporary speed crown for six months if we AMD investors can have 80% of the rest of the market with 80% of revenues and 100 billion market cap...do I hear any Eye's...;>))))

To: Magrathea who wrote (197905)	5/19/2006 11:29:51 AM
From: dougSF30	Read Replies (1) \| Respond to of 275872

Mag, he said his allocation WOULD be okay, and despite that, imagines yield issues. Please.

To: Magrathea who wrote (197905)	5/19/2006 11:32:24 AM
From: eracer	Read Replies (1) \| Respond to of 275872

Re: Add to that the intelligent inference that the Core2 chips are cache heavy which, negatively affect percent yield. But cache should not be much of a concern. Intel has been making 2MB L2 cache Dothans for two years and 2MB Pentium 6xx series for over a year now. The Smithfield Pentium D 805 with a total of 2MB L2 cache is selling for under $130 at newegg.com. All of the low end Intel Conroes and Meroms have 2MB L2 cache and that is where the majority of sales will be. Moving to 4MB of cache on the high-end should be a no-brainer by now. Die size isn't a concern either because Conroe and Merom with 4MB L2 cache should be no bigger, and probably a bit smaller, than AMD's upcoming 2x512KB rev. F CPUs.