Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Mahmoud Mohammed who wrote (262078)	10/21/2009 3:25:50 PM
From: Elmer Phud	Respond to of 275872

We have already heard from GloFo about 32nm slips. If you have been following AMD for any length of time you already know that nobody other than a few devoted posters here believe AMD/GloFlo's process schedules. They're simply fantasy and nobody in their right mind believes them.

To: Mahmoud Mohammed who wrote (262078)	10/21/2009 5:50:36 PM
From: jackthetab	Read Replies (1) \| Respond to of 275872

Re:"We have already heard from GloFo about 32nm slips." Not a point of concern for me at this point and apparently not for the market either. I doubt 32nm on the current architecture would make much of a performance difference except perhaps getting the power down and making the niche more profitable. While I believe process is critical, I have always leaned toward whoever had the best design. That is why I am more interested in bulldozer than 32nm, although I understand both are necessary for success. This is also why I have tended to be attracted to AMD. Anyone who achieves performance parity/superiority (as was the landscape 2+ years ago), yet is one or two process generations behind is interesting. I guess it is the difference between rooting for gas mileage and rooting for whoever made the most horsepower. The prius never stirred my blood.