Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 243.98

+4.5%

Nov 10 3:59 PM EST

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To: milo_morai who wrote (33875)	3/28/2001 1:42:14 AM
From: THE WATSONYOUTH	Read Replies (1) of 275872

The Problem is Intel cannot deliver any volume of P4 on 130nm. I assume they finally got all fabs to 180nm? Never heard if they finally completed that process. What did it take almost 12 months for them to convert? Intel that is. The question is how much .13um volume will they have by year end. I'm saying it could be two fabs or about 11000W/week. Assuming both fabs are cranking, that could lead to quite a few .13um PIII notebook chips and top speed (>2GHz) P4s. On the other hand, it certainly did take them a long time to get to .18um. I wonder if we will ever get the real story on what happened back then.. THE WATSONYOUTH

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