AMD strictly moderated (AMD)

[j3pflynn]

Keith - re: "When the company moved from 250 nanometers to 180, it took a certain amount of time to reach maturity in yields. Then when the company went from 180 to 130 it was able to cut that in about half of that same time. Then when AMD went to 130 to 90 nanometers, the time that it took to get there was significantly shorter. And the company’s goal now as going from 90 to 64, is that by the time it starts shipping products the management would like to be at mature yield, so that's almost like saying zero time. It's aggressive but the manufacturing team feels up to the challenge of stretching for such an aggressive goal.
"

That sounds encouraging! Maybe they won't quite make it, but even radically reducing the time to maturity will be a potent force in their expansion plan.