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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 204.70-2.5%Jan 8 3:59 PM EST
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To: combjelly who wrote (71820)2/18/2002 5:30:24 AM
From: Gopher BrokeRead Replies (2) of 275872
 
If it takes a quarter to produce a new notebook, and we were going to see some systems next month, then the OEMs would have had to be working with Tbreds for a couple of months. Don't you think that we would have heard something about it if the chip was being that widely distributed?

I have a nasty feeling that AMD are having problems with their bulk .13 process. It doesn't seem like the conversion should be a big deal, yet it has already slipped a long way from their original targets.
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