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

To: muzosi who wrote (217741)	11/28/2006 1:39:08 PM
From: aleph0	Read Replies (1) \| Respond to of 275872

IIRC, Paul O. sees a Big multi-core future for Intel .. which means a shrink to 45nm. could increase the potential number of cores ! So my guess is that he wants 45nm. to secure bragging rights for (4xn)-cores! ;ö)

To: muzosi who wrote (217741)	11/28/2006 2:02:55 PM
From: eracer	Respond to of 275872

Re: what i am trying to figure out these days is why intel is doing 45nm as early as this. i don't think in their history they've ever released a new node just one year after the last. It isn't "just one year"...more like 7 quarters. Intel launched the 65-nm PEE 965 December of last year. The average is probably a node every two years. One minor setback on 45-nm production and it will end up being two years. i think they're doing it because they need to which actually makes me feel better about amd's 65nm and k8l given that intel probably knows better than anyone in this forum what amd is doing. Yeah, I'm sure AMD feels no need to produce 150 mm^2 89W 45-nm quad-cores when they can make 250+ mm^2 125W 65-nm quad-cores instead.

To: muzosi who wrote (217741)	11/28/2006 2:09:23 PM
From: Rink	Respond to of 275872

(dup; already answered)

To: muzosi who wrote (217741)	11/28/2006 2:27:44 PM
From: dougSF30	Read Replies (2) \| Respond to of 275872

I keep explaining it. Intel intends to out-R&D AMD. They will use their resources to accelerate the design & process cadence to the point where AMD cannot keep up, and wage a horizontal (as opposed to segment-based) price-war based on performance. AMD cannot succeed if everything they produce is at best a low-to-mid end part, and Intel lowers pricing there, while enjoying fat margins in the mid-to-high end space.