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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 167.89+2.3%Oct 11 3:52 PM EDT
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To: dougSF30 who wrote (218999)12/5/2006 2:14:51 PM
From: Sarmad Y. HermizRead Replies (3) of 275869
 
I am referring also to yield (as per the inq story). The whole point of the shrink is to get more revenue per wafer. If yield is poor; and the process cannot produce high bin parts, then cost will not improve, and neither will margin.

Anyway, it is too early to jump to these conclusions. I wonder whether the 65 nm parts will be shipped for significant revenue this quarter. It does not look like it to me.
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