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

To: j3pflynn who wrote (217660)	11/27/2006 9:51:50 AM
From: eetnoyer	Respond to of 275872

I don't think AMD will make much of a deal about it publicly. I would imagine that it will be a lot like the introduction of the Winchester cores. There are no big architectural changes in the 65nm shrink, so nothing much to talk about. anandtech.com

To: j3pflynn who wrote (217660)	11/27/2006 9:53:44 AM
From: Rink	Read Replies (3) \| Respond to of 275872

(EDITED) Eracer/Paul, I expect a +- stealthy launch, as there are just a few points to review: Performance will be identical. Power might be a bit better. I'm not expecting good overclocking for the first steppings. All in all this is more of an AMD event than a customer event: It immediately allows AMD to ramp both total unit volume and the DC/SC ratio. This allows dropping prices, higher unit share, lower margins, and almost maintain revenue QoQ. It allows Barcelona later (higher margins). EDIT: Reseller Mike got an indicator that 65nm might indeed be due rather soon now: investorshub.com Because of the Inq article, Reseller Mike's tidbit, and the absence of any articles about potential delays, I'm quite sure that the planned launch for December is about certain. Regards, Rink