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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 215.62+5.8%1:37 PM EST

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To: dale_laroy who wrote (37935)4/30/2001 11:55:05 PM
From: fyodor_Read Replies (2) of 275872
 
Dale: And it didn't hurt that AMD made the transition to 0.18-micron in November 1999 instead of Q1 2000 as they had previously announced.

Picking up on the subject of AMD's upcoming transition to 0.13&#181&#133

Jerry promised that they would be done with the transition by end of next year. He didn't say this in the context of Dresden and he didn't qualify his statement with any "Dresden only" remark. The more I listen to it (the shareholders' meeting), the more I interpret it as meaning that Austin will be converted to 0.13&#181 as well.

I just don't see AMD developing 3 separate processes.

Ahh I don't know&#133 I'm confused :(

(fyi, the comments came towards the end of the webcast - at the beginning of the Q&A session, IIRC)

-fyo
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