Advanced Micro Devices Inc (AMD)

[chipdesigner]

December OEM/ Q1 retail is kinda lame, but it's minor compared to the other issues raised by that information, if correct:

- 65nm top speed of 2.4GHz (DC) at launch in Dec/Q1, 2-3 speedgrades behind then-current 90nm speeds.

- 90nm parts (and so, parts in general for the first couple quarters of 2007, until 65nm can catch up and surpass 90nm speeds) get only one speedgrade bump beyond the 2.8GHz FX-62 due out at the AM2 launch, or shortly after. 3GHz FX is going to lose badly to Conroe XE, and a 2.8GHz A64 is going to lose badly to the 2.93GHz Conroe due out in Q4, despite the fact that the Conroe parts both use less power (even factoring in the IMC).

- Sempron 65nm starts in H207 (!) "Substantially converted" is sounding less substantial.

Again, all of this is true only if this information from HKEPC is correct...