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Pastimes : Advanced Micro Devices - Off Topic -- Ignore unavailable to you. Want to Upgrade?

To: Sarmad Y. Hermiz who wrote (336)	12/14/2006 9:32:16 PM
From: dougSF30	Read Replies (1) \| Respond to of 1141

Not really. It looks like mobile will be just a shrink for almost this entire year-- not even the "split power planes" manifests until Q407. And they seemed to just throw out lofty goals for all of 2007 that I have a hard time seeing them satisfy. It was interesting that they insisted on "mid year" language for Barcelona in the Q&A, despite the one mention of "introduction in the second quarter" in that PR before the same PR said "mid year". Would be nice if AMD IR could clear that puzzle up. And I don't know how they manage not to get killed in servers until they have QC parts. I think the INTC iHub board might find it interesting to speculate on the process ramifications of the fact that AMD's 65nm Brisbane is virtually 70% the area of its 90nm equivalent. 126mm^2 vs 183mm^2. (.69 to be exact) (Now that we have Anandtech with the 126mm^2 in public, confirmed by AMD.) That certainly has financial ramifications, too. Much the opposite of those pushed by the Caris&Co analyst, who is either a complete idiot, or got bad info about the Brisbane die size, when he wrote that it was one third smaller than his expectations, and that this meant wonderful things for AMD margins. And he gets paid for crap like that.