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

To: aleph0 who wrote (235556)	7/3/2007 4:41:31 AM
From: BUGGI-WO	Read Replies (2) \| Respond to of 275872

@Aleph - Products " It's easy to talk from the sidelines of course " Of course its easy ... but I can't understand that move. When it comes to DIE-size, its clear, that this a key measure for overall costs and performance. But to cripple a possible good version just to save 5mm^2 doesn't make really sense at least to me. The existing SC A64 is a very good core, its not DC, but overall performance and power is really good. Why not use this existing core and put it down plain and simple to 65nm? Its that "easy", because these "new" Semprons don't have to clock that high. Take an 2,6G SC core with 512KB L2 and sell it for 30/35$ - its a great CPUs for the low-end and its really small with 65nm - probably in 50-55mm^2 range. Is a speed loss of probably 5-10% worth to have a 50mm^2 instead of a 55mm^2 DIE? My opinion: I wouldn't think about that for one second, use the larger one and be aggressive for speed and price and try to hold or even gain low-end marketshare. " The SOITEC news isn't exactly encouraging ; will surprise ATI revenues rescue them then ? " As some already said, AMD is not the only Soitec customer, but a 20% drop shouldn't be in place without AMD. Its not that hard to guess, that AMD is buying fewer wafers. It could be a FAB38 topic. They are now at 100% in FAB36 - this is my guess, so they are at 100% waferconsumption-rate here. At the same time they are driving back FAB30. I don't know what FAB30 is doing these days and at what % of max. capacity they are doing some work? Looks to me, that AMD drives FAB30 down further, which would also mean, that they need fewer wafers in Dresden. Seems logical. For ATI I don't see any development, why they should show a better quarter compared to Q1 - why? Volume (PC) should be down overall, they lost again notebook share and its my opinion they lost desktop share again too. 2400/2600 was so late, that they could sell a few parts 2-5 days before the quarter ended, but not more and 2900XT was a non-issue, because TDP too high, performance bad and price way too high. Its my guess that we will see -5 up to -10% for Revs. at ATI QoQ. BUGGI

To: aleph0 who wrote (235556)	7/3/2007 9:29:05 AM
From: JoeyBoston	Respond to of 275872

re:However, it really is about time they got some new marketing people in the house IMO ! Ruiz has said recently something to the effect "We are an engineering company, not a marketing company". That about says it all, and why AMD is going down in flames as a company. Of course, Barcelona is a disaster on multiple fronts (engineering, marketing, manufacturing), so it might not have mattered, but it would have eased the pain. J