Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 214.18

-0.5%

Dec 31 3:59 PM EST

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To: porn_start878 who wrote (33943)	3/28/2001 2:00:02 PM
From: kash johal	Read Replies (2) of 275872

max, re:" Remember what happened last transition? you know the big shortage? and that was a way easier transition than the actual. Next transition to .10u should be easier, since most of the .13u tools can do it. I do not expect significant volumes before december'01, and there could be another shortage of high speed parts in Q1'02. Intel will first try the process on PIII and then start to move P4 around Q4, having production in Q1. AMD, OTOH, is very quick is it's transitions. " I remember it very well -- made me a lot of money last year!! Intel tried the transition in existing production fabs. Limiting 0.25 capacity while 0.18 was flopping around. Intel remembers this too. They are madly ramping 0.13 in several BRAND SPANKING new FABS. And spending BILLIONS while they are at it. They are essentially betting Intels leadership position in processors on this ramp. It would be foolish however to count them out. But the heat is definately on them!!! regards, Kash

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