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

To: dougSF30 who wrote (200360)	6/4/2006 12:15:57 PM
From: j3pflynn	Read Replies (2) \| Respond to of 275872

Doug - Do you realize that a number of samples out in the wild doing very nicely clock-wise is no indication of healthy yield and proper bin distributions? "Recipes" can be tweaked in many ways, with many differing results, not all of them good in a balanced way.

To: dougSF30 who wrote (200360)	6/4/2006 3:48:18 PM
From: Dan3	Read Replies (2) \| Respond to of 275872

Re: What does that tell you about the presence of lack of teething problems with NGMA on 65nm? It says binsplits are good. What does their wafer start run rate only moving to 30% by the end of the year tell you about NGMA yields? AMD's production cost per CPU is dropping dramatically as their volume ramps up. I pretty much can't tell any difference between my new 4800+ dual core machine and the single core single CPU Opteron box it's replacing - the same issues of network bandwidth, network drive initialization, local disk based delays and software tying up the interface exist while perceptible CPU based delays continue to be non-existant, just like on the older slower single core machine. AMD's going to be able to make a lot of money with an ASP that's well below $100. Intel is going to have to get people to pay a lot more for something that is functionally identical before they break even. Intel continues to be 2 years behind AMD. They just figured out that power consumption is an issue so they're going to go from selling sytems that use 100 watts more than AMD's to systems that use 5 watts less. But buyers won't notice 5 watts the way they did 100. What's happening going forward is a commoditization of CPU performance, and AMD is well prepared for it. Intel, as usual, is 2 years behind the curve.