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

To: Rink who wrote (220234)	12/13/2006 8:17:51 AM
From: Sarmad Y. Hermiz	Read Replies (2) \| Respond to of 275872

>> it might well turn out that the only mistake you made related to the above is calling AMD's 65nm process 'bad' because Brisbane didn't shrink I didn't see that. The "bad" call was because clock speeds of 65 nm are lower than 90 nm. Therefor 65 nm parts will not bring in high ASP's. the disappointing shrink factor was not declared a sign of "bad process", but an indication that supply would not increase to the level normally expected from a shrink. Nor would the shrink bring in the hoped for economic benefit (from lower cost, same ASP).