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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 251.32-3.2%Jan 26 3:59 PM EST

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To: Charles R who wrote (103623)10/24/2003 3:27:55 PM
From: xunRead Replies (2) of 275872
 
Charles, RE: <..., the 90nm transition is going to be delayed by 1/2 year to 1 1/2 years.>

Well, doesn't that imply AMD the stock is going to go to the moon again:^)

Do you think AMD needs 90nm to volumn-produce Athlon FX53/55 or Athlon 64 3400+?

More importantly, what will Intel pull from its hat without 90nm for more than 6 months in 2004?
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