Replies to post #70406 on Advanced Micro Devices Inc (AMD)

[SmallPops]

Given the standard core rate, we expect AMD to do a process jump this year as they transition to 65nm (assuming they do not slip to Q1'07).

Curious post. I have never seen you post like that. Was that a slip? Or are you officially speaking for the company you work for?

[j3pflynn]

wbmw, chipguy - Don't you think things are likely to happen a little faster, now that AMD has 2 full-fledged fabs to work with? Seems like they'd have a lot more leeway for development, and they've certainly learned some lessons in efficiency in having to do it with one fab in the past.

[HailMary]

Well given Intel's NGA is an evolution of the P-M core, I don't see the big deal that AMD won't have a new ground up core anytime soon. The mentioned K8L could be as much of a difference as between P-M and NGA. P4 was a brand new core and look where that led. Perhaps Intel and AMD are becoming more cautious and using more proven u-architectures going forward.