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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 203.14-0.8%Jan 9 9:30 AM EST
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To: Petz who wrote (117638)3/23/2004 1:58:02 PM
From: Joe NYCRead Replies (2) of 275872
 
Petz,

I think depreciating 90nm equipment can wait until Q2 or even Q3, but if the profit without it looks very high, I would understand if they pull it in. additional 130nm equipment coming online in flash Fabs would be more likely.

Another possibility is that if IBM is really going to fab for AMD, I think there would be significant expenses to start this up.

Joe
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