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

To: dougSF30 who wrote (229046)	3/27/2007 4:57:37 PM
From: TGPTNDR	Read Replies (2) \| Respond to of 275872

Doug, Re: Well that's silly.> Why is it that when I post you're almost first responder? When I attempt to private message you I get You cannot send this person a PM because they have you on Ignore or you have them on Ignore The only Handle on my Ignore List is Puking Hector. You must have me on Ignore and read my every message! Re: I find that he has occasionally revealed important (Intel insider) information through subtle and not-so-subtle hints. Message 23406167 LOL! Could you point to some? I think I must have missed most of them. Or, maybe, we read them differently? In any case "Elmer" is scheduled to come off NDA this Spring so we should hear soon about the sources of his BS for all these years. Message 23058610 I wonder what the surprise will be, -tgp

To: dougSF30 who wrote (229046)	3/27/2007 6:18:10 PM
From: TGPTNDR	Read Replies (2) \| Respond to of 275872

Doug, Re: MY-- It's on the order of my post of last ?December? indicating my Opinion that Intel had gotten, finally, their 65 Nm CMW production working properly. -- to which you were responding. Well that's silly. CMW overclocked like mad out of the gate Ok, after a long weekend of skiing I'me up to near real time. IMO you are once again, as lots of folks have in the past, confusing bin splits for yield. This part is pure speculation on my part. IMO INTC expected better results from 45 Nm, as did AMD, and designed the CMWs aggressively for speed. INTC got the high bins but not many parts. (Poor yield of functional parts. IMO high bins are most important for PR than anything else, indeed, low watts. High bins in low volumes have a panache ) Last ?December? I posted that, IMO, INTC had most of their yield problems fixed. That was nearly a year after INTC announced start of 65 Nm manufacture, IIRC. Though I'm much less sure now of the current AMD status my Feel is that their 65 Nm is, now about where they hoped it'd be about 9 months ago, about 12 months behind INTC. Re: and it was Intel's fastest ramp ever. Production was working from the get go, earlier than expected. Fastest in terms of units not fastest in terms of percentage of production IIRC. Look at the P-III vs PIV ramp as opposed to the PIV-CMW ramp. But, then, PIV had known problems at launch. It's the unknown problems that're scary, -tgp