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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 231.83+1.7%Jan 16 9:30 AM EST
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To: Dan3 who wrote (46536)7/7/2001 8:56:20 PM
From: kapkan4uRead Replies (1) of 275872
 
<Why would you think that? >

130nm, SOI, Hammer, etc ramp was planned in a go go environment of the year 2000 with revenue expectations in over the $1.2B range. Even then it was understood that there will be a squeeze on profits. The demand situation is much different now. I would not be surprised if some of the 130nm and SOI ramp delays are being instituted to save money.

Kap
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