Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 236.78

-6.1%

Jan 30 3:59 PM EST

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To: Joe NYC who wrote (74551)	3/14/2002 9:48:08 PM
From: Elmer	Read Replies (1) of 275872

This sentence sounds scary: The first samples based on the Thoroughbred core and the 0.13-micron process should start shipping at the end of March. Well we know this isn't true. Fab30 was 50% loaded with .13u material in Q4 and AMD has "World Class Yields". Jerry told us so. They must already have about 5 Million TBs stashed away just waiting till they need them. The material AMD starts sampling at the end of this month will actually be the 5 Millionth and up material. Intel has foolishly been shipping .13u material since the middle of last year. Now they have nothing left but faster NWs. What fools! If they keep this up they won't lose any money for the 40th quarter in a row and AMD will will once again capture the red ink crown!!! I'm off to sell another pint of blood so I can buy some more AMD March Calls!!! EP

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