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

To: dougSF30 who wrote (220225)	12/13/2006 1:10:56 PM
From: Rink	Read Replies (1) \| Respond to of 275872

Doug, who says the range / bins are limited to 2.7-2.9GHz for QC in Q3? The range will be larger. - re: So what does seem plausible is that the 2.7-2.9GHz speed is for Dual Core K8L-cored parts. Altair is QC in every article I read. I gave you 2 separate sources today that said Altair would be introed at those speeds. These links indicate a possible hole in your reasoning. I'm not saying they are right, I am saying you have insufficient data to know whether you are right or wrong. - re: You aren't going to get the range moving from 2.4-2.5GHz QC up to 2.7-2.9GHz QC in one quarter. AMD can EXTENT the range up when volume moves up, plus make use a slightly different trannies (remember AMD's tuning them at least a tiny bit every quarter). Voila a scenario that allows upping top binning parts two notches in one quarter. As you can see I'm reading 2.7-2.9GHz as two possible speeds for the top binning part then. This scenario is at least more in line with the links I provided to you. - re: As for the rest of it, there's no need to talk about 90nm anymore-- that was my point. We have 65nm 2.6GHz 512K L2/core DC K8 parts @ 65W. Why not start there and see what you get? Because 65nm is in its infancy. AMD will learn faster how to improve it in the early stages than when it's old and getting eol-ed. Because imho initial 65nm product was tuned for lower power consumption (65W) in order to lead the way to QC. An indication can be seen in comparatively wide range of 65W 65nm desktop products at launch compared to the 89W 65nm products at launch. So quite a couple of reasons you apparently wanted to overlook enough in order to justify your idea that 2.7-2.9GHz Altair is improbable (extent range, better trannies, 65nm process being young, first 65nm product might have been designed to lead the way to QC). I think the least you can do imo is slightly doubt your reasoning because you have not got anywhere near sufficient data to prove it right or wrong. Regards, Rink