Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: pgerassi who wrote (229958)	4/14/2007 6:46:16 PM
From: dougSF30	Read Replies (2) \| Respond to of 275872

Better look at the facts before shoving your foot far down into your mouth. Giggle. AMD will end 90nm this year and be all 65nm in both fabs 36 and 38. Pete, the lies have to stop: epscontest.com And that was before the disaster of Q1, and capex reduction. Realize that 90nm is currently AMD's only source of high-performance parts. 65nm has been a bust so far. AMD will be all 45nm by end 2008 Another lie. Why bother? This BS flies in the face of even AMD's overly optimistic claims. See the same slide. Have you no shame, Pete?

To: pgerassi who wrote (229958)	4/15/2007 1:01:19 AM
From: nuclear	Read Replies (2) \| Respond to of 275872

You totally missed my point on that there is not advantage of being first to 100% conversion. AMD will still be 100% 45nm before Intel is. "intel is in a worse boat. Even when their GPUs are on their leading edge process, the performance doesn't measure up to old generation value GPUs of their competitors, AMD and nVidia." The purpose of integrated graphics have been to enable low cost perform. intel current business model is for enable sales of CPU. Using your argument, AMD should have integrated a R600 class 128 shaders monster into 690G IGP instead of using a 4-pipe RV410 derivate. By the way, intel chipset use trailing edge process. There is something called add-in board for the performance PC.