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

To: Sarmad Y. Hermiz who wrote (217983)	11/29/2006 11:24:16 PM
From: dougSF30	Read Replies (1) \| Respond to of 275872

AMD is going to attempt to improve their 65nm transistors in 2007, as the quarters roll by. They need to get SiGe strain working, for one thing. Will they be successful? Time will tell.

To: Sarmad Y. Hermiz who wrote (217983)	11/30/2006 3:37:17 AM
From: pgerassi	Respond to of 275872

Dear Sarmad: Don't read much if anything on the released clock speeds. 3 of those bins were vacated by 1MB L2 90nm components. AMD seems to feel that 100MHz of higher frequency will do better than double the L2 on the average. In this, I think they are right, slightly faster (4-5%) does beat (performance wise) nearly twice the cache, especially when considering die size, fab capacity and margins. The lower power will bring bigger benefits. Given the manufacturing capacity constraints, it is better to replace the sweet spot CPUs where the resulting profits and market share are much better. After all, isn't it good to still make useful 90nm parts prior to Fab 30 to 38 conversion? When K8L appears, look for a quick down ramp of 90nm in the high end. Also note that the sweet spot Conroes are also at the 1.8GHz to 2.3GHz range, well below that of initial 65nm K8Gs (2.1-2.6GHz). That even allowing Intel a one year lead, AMD's average is already is beyond that of Intel's latest average. My gut feeling is that in Q1, a lot of SKUs will quietly convert to 65nm with servers being the longest on 90nm given their reluctance to change. Pete