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

To: Elmer Phud who wrote (256519)	10/7/2008 9:56:00 PM
From: neolib	Read Replies (1) \| Respond to of 275872

Nothing has happened here to make AMD designs more competitive, their process more competitive or their products cheaper to produce. Err...you must not have been following the recent news about Shanghai being released shortly? I'd say finally shipping a revised core on a new process node is something that changed. And please don't bother to point out it is not shipping today. If the claims about it shipping this month prove incorrect, you would have a point. Lets wait and see. I suspect Abu Dhabi was very interested in actually seeing 45nm Shanghai's make it to production. Perhaps not though...

To: Elmer Phud who wrote (256519)	10/8/2008 8:36:20 AM
From: smooth2o	Read Replies (2) \| Respond to of 275872

It doesn't look like Abu Dabi is focusing on AMD. It appears they are focusing on building fabs for bulk processing for the foundry market. Of course, they will process SOI. In statements they are offering high performance bulk. That doesn't include AMD. Will they attack Intel with AMD SOI parts at prices under what Intel can produce? Don't know, could/would they do that? That's why I asked about the investment philosophy of Abu Dabi and that appears to be a 5-10 year window of losing investments for longer gain and also immediate ego of being a major semi producer... Smooth