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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 220.31+1.3%1:49 PM EST
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To: combjelly who wrote (116873)3/10/2004 5:36:46 PM
From: kapkan4uRead Replies (2) of 275872
 
Prescott is beginning to look like a major disaster for Intel. IIRC Intel has been running 4 fabs on 90nm for many months and the 5th FAB is ramping. I would appreciate links with public statements in this regards to confirm.

They can't build anything in 90nm except Prescotts and Dothans. If the majority of these wafers end up in the dumpster, Intel's Q1 and Q2 are going to be mud, while AMD will get all kinds of unexpected business. Remember the spring of 2000? Is the history about to repeat in a major way?
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