Advanced Micro Devices Inc (AMD)

[bobs10]

you...

How many buyers will have qualified the systems for deployment?

me...

Yeah, there are just too many unknowns to say anything much about a product as different as NGA appears to be. INTC certainly could be sand bagging and have lots fo product available, but that's not the way things are usually done. On the other hand INTC is under a lot of pressure, so who knows? Mainly I'm interested in how well INTC's 65nm process is doing. The lack of independent information is deafening. If yields/splits are as bad as some of the rumors floating around that's bound to slow down the ramp.

On the AMD side I sure would like to know what mature yields means. Depending on what your reading that can seem to mean anywhere from 50% to 90%. Also, I would like to know how SIGE is going and something definitive about what it will mean both in terms of yields/splits and speed.