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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 214.990.0%Dec 26 9:30 AM EST
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To: THE WATSONYOUTH who wrote (43516)6/9/2001 2:16:08 AM
From: Charles RRead Replies (1) of 275872
 
TWY,

<AMD really needs to be able to ramp the .13um bulk process by the 4th quarter if needed. >

AMD needs 0.13 in H1 2002 to get to mid-range in MHz terms. That is probably where the lion share of business is going to be. So AMD should do fine. AMD needs a marketing campaign to convince consumers that all MHz are not equal to get some momentum going into H2 2002. Otherwise, ASPs can slide rather dramatically.

Chuck
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