Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 248.66

+5.0%

1:02 PM EST

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To: wanna_bmw who wrote (75977)	3/31/2002 9:41:00 PM
From: TGPTNDR	Read Replies (2) of 275872

Wanna, You've got a viewpoint that could be correct. I started taking apart your quote understandings. But our differences there are minor. Where we have the difference seems to be in your summary: If yields are so good, and the transition had started more than 3 months ago, then where are AMD's .13u parts? The transition that started ~ 3 months ago was not production line stuff. It was lab stuff. Production stuff hadn't started running as of the earnings announcement -- per Jerry's comment -- "The 130nm Athlons, which internally are codenamed thoroughbred, are widely sampled at customers, will commence production this quarter." It's obvious that something went wrong, and that it had to be delayed, but the question is "How long?" It could be that something went wrong. We'll find out on April 17th. I wouldn't bet your bippy, though, & I'm not betting mine that it's not delayed. Right now we have a null, IMO. Another question is, "Will the delay impact Hammer?" Why would it? Completely different process. Hammer's still working it's way out of the lab. tgptndr

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