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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 237.62-7.2%3:59 PM EST

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To: Petz who wrote (34057)3/29/2001 12:38:47 AM
From: kash johalRead Replies (2) of 275872
 
Petz,

re:, "I think it is safe to say that Scumbria knows details of preliminary results from either Intel's or AMD's 0.13 process. "

I don't think it safe to say that at all.

If i had to bet it's somebody like SGS or TSMC or UMC.

Remember VIA just came out with a 750Mhz processor on a 0.15 Cu process.

I can guarantee that AMD/Intels/IBM's 0.18 process is a whole lot faster than TSMC's 0.15.

regards,

Kash
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