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

To: dougSF30 who wrote (229929)	4/14/2007 1:44:25 PM
From: Sarmad Y. Hermiz	Read Replies (1) \| Respond to of 275872

>> and AMD will still be 100% 45nm before Intel is. This is a certainty. Though in an irrelevant, nit-picking way. Intel is building a 90 nm fab in China. So for many years, Intel will have some capacity that will trail AMD. Due entirely to export restrictions.

To: dougSF30 who wrote (229929)	4/16/2007 2:10:02 PM
From: TimF	Read Replies (1) \| Respond to of 275872

His statement may be true, but it might not mean a lot. Intel will have some chips on 45nm before AMD gets any on 45nm. Its also almost certainly going to have the majority of its processors on 45nm, before AMD has the majority of its processors on 45nm. But AMD doesn't have as many fabs to convert. Its possible AMD could be 100% finished with the job while Intel is only something like 90 or 95 percent finished. Of course by then both companies will be producing on even smaller processes, and Intel will likely be ahead on the smaller processes as well. If Intel was 50% on 32nm, 45% on 45nm, and 5% on 65nm, while AMD was 5% on 32, and 95% on 45, its not like it would be an advantage for AMD despite the fact that it was 100% converted to 45nm or lower first. Anyone have data on when each company was 100% at 90nm or smaller, or 100% on 130nm or smaller?