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

To: dougSF30 who wrote (219866)	12/10/2006 12:00:36 AM
From: gzubeck	Read Replies (1) \| Respond to of 275872

Doug, I hope your joking right...given that AMD has added some items to the cpu at each new node don't you think your comparing apples and oranges a bit here...

To: dougSF30 who wrote (219866)	12/10/2006 12:25:54 AM
From: economaniack	Read Replies (3) \| Respond to of 275872

Now I'm wondering about my reading comprehension. Not quite sure what to make of "Bull" though I am certain it is not a personal attack. I am fairly sure that I have read a fair number of recent comments that CMW yields must be poor to justify the slow ramp, and not too long ago Otellini himself lamented that Intel wasn't matching AMD throughput. I am not aware of any evidence that Intel has a significantly lower cost per die despite holding a pretty constant 12 month edge on process for most of the last 5 years. Pray enlighten me. I haven't seen a real live 65nm chip yet, so I don't know what the scale factor was, nor what changes have been made to the core. I do remember at least one shrink where the first chips didn't scale as well as expected and a relayout resulted in a much smaller version (was that 130nm?). As for the other bits, it seems consistent with my case that this ramp is not exceptional. You appear to be saying as much, that while that was not a problem in the past it is now, because AMD had a superior core then and does not now. That may be so, I think AMD has some other advantages in terms of market acceptance and low power performance that somewhat offset CMW's performance edge but of such things are horse races and stock markets made. I have gotten about a 6 fold return on my entire portfolio since the beginning of 2000. I like to think of myself as reasonably sensible in my investments. Nonetheless you can't hold a stock like AMD long without getting hammered a couple times, and you have to be made of sterner stuff than I not to feel the pain. I have had a seven fold run and a 4 fold run with much of my net worth in AMD so if I had avoided the drops I would be up 28 fold just on those two periods. If anyone turned that trick they have my congratulations. I took some lumps along with what I figure are pretty decent gains all in all. I think I have learned a few lessons, and one is that it is never as good as it looks when you are up and never as bad when you are down, and the big money is made buying when you hate the stock and selling when you love it. e