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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 253.04-2.5%2:02 PM EST
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To: Joe NYC who wrote (103466)10/24/2003 3:13:30 PM
From: Charles RRead Replies (3) of 275872
 
Joe,

<I think the main argument if favor of this is that there are no 90nm chips out period. No notebook chips (Dothan is delayed too), which are usually released 1 to 3 quarters before mainstream desktops, there is no 90nm Northwood shrink (to buy time if Prescott has problems).>

Very sound argument.

By my estimate, depending on the player, the 90nm transition is going to be delayed by 1/2 year to 1 1/2 years.

Chuck
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