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Golfbum

08/16/04 10:29 AM

#42327 RE: sgolds #42326

on a more basic level:

don't you think amd knows more about fab bring up than a bunch of posters on an investor board?

even i'm willing to give them a break there. if they say 65 in fab36 i'll take them at their word.

gb
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Tiger64

08/16/04 11:03 AM

#42336 RE: sgolds #42326

I think you would be right about 65nm production if they have the equipment installed by mid 05 and they start testing 65nm production throughout the rest of the year...maybe IBM has really helped AMD along to such an extent that this will become a reality by the end of 05...if that is the case I would totally agree with you given that 65nm would be A) cost effective in comparison to 90nm B)Productive capacity increases greatly c)There are no considerable delays expected in transitioning to 65nm...