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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 3:59:53 PM
From: dougSF30Read Replies (1) of 275872
 
Charles, A couple questions, regarding:

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

Which players? Any besides AMD and Intel figure in that estimate?

What point in time are you measuring the delay from, and is it a different point for each player?

That is, if Intel shipped 90nm parts on Jan 1, 2004, what size delay would you call that?

If AMD ships 90nm parts on July 1, 2004, what size delay would you call that?

Thanks,

Doug
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