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

To: jackthetab who wrote (262082)	10/21/2009 5:57:32 PM
From: Mahmoud Mohammed	Read Replies (1) \| Respond to of 275872

Mr Tab, Re: "Not a point of concern for me at this point and apparently not for the market either." It will be for the market when AMD has to announce product schedule slips due to GloFo process slips. So far, AMD hasn't "owned up" to any product slips. This will probably change in either Q1/Q2 ... This will affect AMD share price. Re: "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." How quickly you forget that 32nm will also lower cost by giving more good die per wafer (GDW). This lowers costs and improves margins ... Weren't just saying in a post about how important it is for AMD to lower their "break even" point and improve margins. Mahmoud