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

To: Sarmad Y. Hermiz who wrote (219843)	12/9/2006 9:36:20 PM
From: economaniack	Read Replies (4) \| Respond to of 275872

Sarmad, since you apparently do have problems understanding plain English I will write at a grade school level. It takes about 3 months to print and package a CPU. Assuming AMD began production of 65nm processors in June as I had "predicted" they would have a bare minimum for a launch in early December. So my post, which wasn't any kind of effort to project the .65nm ramp, was spot on. This wasn't about development wafers, my comment was about the production ramp. Actually it wasn't, it was a response to a suggestion that AMD might forgo .65nm entirely and move straight to .45nm design rules. My short post was intended to establish that a) .45nm was years away, and b) AMD would have .65nm wafers in production shortly and would need to switch as much production as possible to .65nm to meet demand in 2007 (ie "next year"), therefore c) there was absolutely no chance that AMD would "skip .65nm and anyone who seriously entertained the idea needed to learn a bit more about the industry before investing in these stocks. I am not an expert on processor design and production. I have been an investor in AMD on and off for about a decade and have learned a few things. I am a professionally trained economist with a background in industrial organization (antitrust) so I feel fairly confident speaking to that issue. I am sure I have written many things on this board that turned out to be mistaken and a few that were utterly stupid from the get go. You decided to pick on a very casual post that was, in retrospect exactly correct, and seem still not to understand that. There is a saying that it is better to be silent and thought an idiot than to open one's mouth and remove any doubt. Perhaps you should heed that advice in this case. e