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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 252.00+0.3%3:59 PM EST
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To: Joe NYC who wrote (103632)10/27/2003 1:19:47 PM
From: Charles RRead Replies (1) of 275872
 
<Let's hope AMD will be one of the players with 1/2 year delay. Original expectation was for 90nm to be available Q4/Q1, now it looks like it will be Q2/Q3 2004.>

Right now things do not seem to be too bad in relative terms on the process ramp but AMD's capacity, in terms of units, has gone down dramatically in the last couple of years. Market share is going to suffer big time if 90nm doesn't come up soon. AMD needs a quick 90nm ramp for x86-64 capacity. Timing of a smaller cached-K8 is also crucial.
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