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

To: pirasa2 who wrote (238817)	8/15/2007 1:56:25 PM
From: graphicsguru	Respond to of 275872

Your M3 analogy is way off. BMW does not just test the engines that come off the line on a dyno and put the ones that test higher into M3's. The M3 engines have different parts. Of course, given the source, the "news" may be completely false. But if it's true that there are people wanting 2Ghz parts who can only get 1.9Ghz parts, it's certainly not good news. Any part AMD sells as 1.9 Ghz (unless low-power parts cost more) is one they cannot certify as 2.0 Ghz (or else they would). So it's evidence that the binsplit is worse than could be hoped for. The most favorable situation would be that there was some particular speedpath that just stops you from going much over 2 Ghz. In that case, almost all parts would do 2 Ghz, but hardly any could do over that. If they have an excess of 1.9Ghz parts, we know the story is worst than that.