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

To: dougSF30 who wrote (218999)12/5/2006 2:12:48 PM
From: plantlifeRespond to of 275872
 
I don't think AMD would publish a 65nm spec process if it wasn't true. Don't think it would be legal. For whatever factor is changing the ratio, if it indeed really exists, I think we must look elsewhere.



To: dougSF30 who wrote (218999)12/5/2006 2:14:51 PM
From: Sarmad Y. HermizRead Replies (3) | Respond to of 275872
 
I am referring also to yield (as per the inq story). The whole point of the shrink is to get more revenue per wafer. If yield is poor; and the process cannot produce high bin parts, then cost will not improve, and neither will margin.

Anyway, it is too early to jump to these conclusions. I wonder whether the 65 nm parts will be shipped for significant revenue this quarter. It does not look like it to me.


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