turpit
Splendid
I would think IBM would be interested in them with their stock down like this. If the NY fab deal was a lock, IBM would love to get the kick back while making a 45nm production fab. IF IBM has High K metal gates and some other technology they think they could get to market quickly, it could put AMD as the real deal for competing with Intel.
AMD is in a bad spot. Most of us "non AMD Fanboys" have seen the Iceberg drifting around for awhile and kinda figured AMD was on course for it. K8L and a crappy 65nm process could very well sink AMD after spending their wad on ATI in a desparate attempt to protect themselves from a bleak future in the CPU market.
I would like to note again that Apple looked at IBM,AMD, and Intel for supplying it processors and went with Intel. Everything that has happened so far since then was pretty much known to be going to happen by Steve Jobs because he research all the companies and they all told them what they had comming in the next couple years. Just a thought, maybe this includes AMDs ability to pull off 65nm and the K8L performance.......
How would you describe the other 8000 65nm processes? Oh you mean there are only two companies making them?
So how do you describe a "crappy" 65nm process? One that doesn't fit your high quality standards?
Smart people who are concerned about the ENTIRE industry and neither CPU company knows AMD is the little engine that could.
I can see why Hector and Dirk got mad at the Q4 Analyst meeting. Back before Opteron, AMD was the low cost alernative - even though perf was similar.
Now that Core 2 has come out with firesale prices (E6300 is still 100s less than 965EE) it's all oom and gloom.
Most of you DESERVE a monopoly that rips you off. Fortunately for those of us who just want a PC and who careswho makes the CPU we can
ALL HAIL THE DUOPOLY!!!!!!
P.S.
So far this year AMD has licensed GPUs for handhelds, Turion for embedded, sold 200mm equipment, will sell more, introduced a new Home platform and a new mobo standard, etc.
What more do you want Wall Street?
If C2D prices are "firesale", what are AMDs? Garage sale?
Careful Baron, your green is showing very bright in this post