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

To: dougSF30 who wrote (228920)	3/25/2007 8:28:54 PM
From: neolib	Read Replies (2) \| Respond to of 275872

If true, that would be a bad thing, given the results. Yes, I see it as an issue going forward. I wish one of the IC analysis shops would try to compare Intel's & AMD's 65nm processes and comment on the issue. AFAIK, for the rest of it, they are pretty similar, other than AMD tends to use more metal layers as well. I think both use n & p strain approaches that are roughly similar. AMD is in theory adding more SiGe complications at some point. It is most definitely a concern, that AMD uses a more and more complex process to match what Intel delivers on a simpler one. But unfortunately, no real good current analysis of the issues from this POV.