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

To: rzborusa who wrote (217291)11/21/2006 1:49:36 PM
From: DRBESRead Replies (2) | Respond to of 275872
 
i have wondered about CMW yields



To: rzborusa who wrote (217291)11/21/2006 1:57:40 PM
From: dougSF30Read Replies (2) | Respond to of 275872
 
Pru's analyst had already placed his bets on long AMD / short INTC, and been utterly wrong, so don't believe everything you read from him. :)

Message 22474695

$65 target for AMD in *May*. Still at, what, $40 or something crazy?

They blew their INTC call for Q3, too:

Message 22693753

This guy is the anti-Mosesmann.



To: rzborusa who wrote (217291)11/21/2006 2:39:10 PM
From: dougSF30Read Replies (1) | Respond to of 275872
 
Its hard to see the impetus for a rush to 45nm when they can't keep the fabs full at 65.

It is?

45nm = lower power and higher performance

What better way for Intel to crush AMD than to increase their perf, perf/W, and perf/W/$ advantage?

Look at those Wolfdale specs-- this is a "mainstream" part:

57W @ 3.5-4.0GHz x 2 "Core 2" cores.

vr-zone.com


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