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Technology Stocks : Intel Corporation (INTC)
INTC 33.62-4.2%Nov 20 3:59 PM EST
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To: dale_laroy who wrote (161688)3/10/2002 12:15:45 AM
From: Tony Viola  Read Replies (1) of 186894
 
Which is why I predict Q2 2004 for AMD's transition to 90nm to begin. AMD probably will ramp their 300mm pilot production line to 600 wafers per week, but everything that I have read leads me to believe that this ramp will begin about mid-2004.

So you think AMD's roadmaps are way off, it sounds like. If you're right about AMD's 90 nm, they'd be about as late vs. Intel as they were with 0.13 vs. Intel. Hammer better scream then.
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