Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 221.06

-1.1%

Jan 5 3:59 PM EST

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To: Elmer who wrote (78374)	4/25/2002 5:54:29 PM
From: wanna_bmw	Read Replies (1) of 275872

Elmer, Re: "Now lets wait for the less educated to ask why Intel needs all that fab space to just make processors..." Well, let's see.... We had Paul Otellini giving his spiel on the 90nm processor ramp in 2003. Ron Smith spoke of 90nm flash being key to delivering high density parts to the 3G cell phone migration. Sean Maloney gave his presentation on 90nm high speed networking chips that could lead the 10Gb market, and Andy Bryant talked of the cost savings and greater manufacturing power that 90nm manufacturing can offer. Yup. It sure looks like Intel is barking up the wrong tree with all their "over-capacity". <ggg> wbmw

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