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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 205.63+0.5%10:42 AM EST

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To: Yousef who wrote (78353)4/25/2002 3:45:21 PM
From: ElmerRead Replies (1) of 275872
 
BTW, why has AMD "slipped" their .13um process ??!!

I think you're a little confused Yousef. AMD has "World Class Yields". That's what Jerry told us and you know Jerry never lies. What I can't understand is why they won't release any higher frequencies nor can I understand why they are just holding in inventory all those new highspeed .13u TBreds that are rolling off the line<GGG>.

Meanwhile Intel is pulling in processor schedules and grabbing more Flash marketshare. AMD slips while Intel delivers. Did you see where Intel has resumed construction on their Ireland 12" 90nm Fab? I figure that fab alone will have 4X the capacity of AMD's entire processor manufacturing system. Now lets wait for the less educated to ask why Intel needs all that fab space to just make processors...Hehehe.

EP
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