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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 209.04

+0.7%

Dec 16 3:59 PM EST

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To: DRBES who wrote (103323)	10/21/2003 5:59:13 AM
From: Rink	Read Replies (2) of 275872

Darbes, re: What do these guys get paid? -- Weren't you one of them? Some news bits and pieces: Gartner thinks 2004 will see tech spend increase of >5%: inquirerinside.com From SOITEC earnings results: Although the mix of SOI wafer sales provided a significant increase in terms of volumes on a year on year basis, this was offset by price declines as Soitec worked with customers to set price levels that will facilitate the widespread adoption of SOI with a volume ramp of next-generation, SOI-based applications. ... The introduction of new advanced applications in 2004 should accelerate SOI market growth for both 200mm and 300mm wafers, as SOI-based chips, such as AMD's Athlon 64TM and Opteron 64TM, are scheduled to move into large-scale production. In addition, the industry move to 300mm is still proceeding cautiously, and a volume ramp is likely to occur during the next fiscal year. The onset of the third quarter has thus far witnessed no significant change in underlying business conditions for the SOI market, and the Group will provide further indications in conjunction with the announcement of its first-half results. Ref: bourse.tf1.fr From xbit labs article: The issue is not with 90nm yields. I cannot say they are as good as the 0.13 micron process, but they are good. Intel in Portland has already made hundreds of thousands of 90nm Celeron processors and they are ready to go. Just like they stated publicly, they will be shipping 90nm parts in volume in November or December this year. ... I think you are going to find out in the next month that Intel has a lot more design and production issues with Prescott than you or anyone else has disclosed so far. Most articles we're seeing about prescott refer to some kind of problem. Personally I'd like xbit labs to be wrong about the hundreds of thousands 90nm celerons though, as the article implies the celerons are Prescotts with smaller (256KB) cache. Ref: xbitlabs.com Did Reuters go Intel again or AMD with IBM's eServer xSeries deal?: biz.yahoo.com (via saxplayer/yahoo) Kind regards, Rink

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