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


To: Petz who wrote (245426)1/4/2008 2:12:04 AM
From: dougSF30Read Replies (1) | Respond to of 275872
 
The K10 mess will NOT be sorted out ~3 months from now. It will *never* be sorted out at 65nm, from the looks of it.

Phenom taking 140W for a measly 2.6GHz in Q208 is not a success.

A 2.5GHz Barcelona in May is not a success.

As AMD does switch to the K10, costs go up, due to poor yields of a large, 283mm^2 die.

Meanwhile, Intel ramps 45nm parts.

AMD losses will explode (again) in H108.