Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Jim McMannis who wrote (210717)	9/12/2006 1:12:07 PM
From: eracer	Respond to of 275872

Re: Speculation. Yes it is. Although there is little evidence to believe otherwise. K8L almost certainly will not be the first 65-nm CPU. Previously leaked roadmaps have shown the same model numbers applied to 65-nm CPUs as 90-nm CPUs. AMD didn't significantly improve performance in the last couple shrinks. There was also a thread at XtremeSystems, now pulled apparently because the link at Ace's no longer works, that showed a 65-nm engineering sample performing almost identically to an equally clocked 90-nm Athlon 64 X2. One thing IS for sure. AMD stock price is north of 26 and Intel is still a teenager. AMD's share price should be breaking away from Intel's considering Dell is expected to use 10-20 million AMD CPUs during the next year. It will keep AMD afloat and should prevent Intel from returning to their former glory anytime soon.