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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 159.45-0.5%2:35 PM EDT

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To: dougSF30 who wrote (218625)12/2/2006 1:44:38 PM
From: mas_Read Replies (1) of 275869
 
By the time K8L comes out 4-core Tigerton MP will be here. It's definitely needed at the outer limits of server x86 sockets to maintain AMD's mindshare. Selling $2K server parts rather than $500 derivatives is also another no-brainer which you are finally agreeing with. Also the volumes won't be that low as I expect the HPC crowd to snap them up first along with heavy-duty server users. It should be a nice asp booster. I also did not say bad luck but matters out of their control, you don't judge people at matters outside of their control or shouldn't if you are thinking logically. What should make 45nm smoother is the fact that it won't be the first AMD design on an IBM process and also the technical difference between 45nm and 65nm wil be less than 65nm to 90nm as explained by Hans. Hey though feel free to believe AMD is just plain incompetent if that floats your boat ;-). The real surprise will be 32nm, will Intel even be first there anymore ;-)
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