Replies to post #38389 on Advanced Micro Devices Inc (AMD)

[chipguy]

I disagree, Athlon gave AMD a full 2 year advantage all the way to 130nm P4 which was only reinstated with 130nm K8. No voodoo or mystery involved here.

I disagree. Willamette on SDRAM stopped AMD's market share
advance. Willamette on DDR pushed AMD market share into
retreat and AMD into losses. Northwood merely ensured the
financial and market share losses would continue until 4Q03.

[sgolds]

mas, your example proves my point -

I disagree, Athlon gave AMD a full 2 year advantage all the way to 130nm P4 which was only reinstated with 130nm K8. No voodoo or mystery involved here.

Athlon was first released on 250nm production in Fab 25. In that two year period Fab 30 was brought up along with 180nm copper production, which gave AMD a year lead over Intel in manufacturing technology. Fab 25 transitioned to 180nm aluminum and AMD shipped from both locations. Intel took a long time to bring up their 180nm aluminum technology, and AMD's copper technology allowed them to stay just ahead of Intel. Clock rates increased greatly over that time.

AMD was not standing still. They were hopping more than a jumping bean on a hot plate!

As soon as AMD stumbled at 130nm, Intel retook the advantage. The profits from the two years you referenced evaporated in under a year and AMD had to sell bonds. The stock fell to about $3.50.

Anyhow, you have been advised. Nothing more that I can post on this topic would matter. If there is any significant 90nm delay, I'm selling all, even at a loss. Best of luck with your investment!