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

To: chipguy who wrote (244017)	12/6/2007 10:43:46 AM
From: rsi_boy	Respond to of 275872

That is a broken analogy. A better analogy to the benefits of MOS process scaling is a $5000 car that gets 200 mpg. And two years from now a $3000 car that gets 500 mpg. Or as in the case of AMD... a $5000 car with twin engines that gets 200mpg and costs $2000 to manufacture to a $2000 quad engine car that gets 210mpg that costs $3000 to manufacture

To: chipguy who wrote (244017)	12/6/2007 11:08:46 AM
From: gzubeck	Respond to of 275872

Is it? How much do those fab conversions cost? What happens if there is a breakthrough with cheaper technology made differently on a new process? Yes there might be portable solutions that might pay for this changeover but not five fabs worth of it...what happens if 45nm is good enough for 85% of the cpu market for the next ten years? I'm not disparaging the concept of R&D and improvements in processor design but there has to be some underlining utility cost/benefit analysis brought into the picture at some time...yes there will be design improvements in transistors and shrinkage when available but it will be more evolutionary than revolutionary...IMHO...