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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: dougSF30 who wrote (118365)4/5/2004 2:34:43 PM
From: eracerRead Replies (1) of 275872
 
Re: They made a strange decrease in AMD's Q4 forecasted earnings... I wonder if that's a typo.

Perhaps AMD's 90-nm process isn't expected to ramp as quickly as forecasted and won't get as much cost savings from the smaller dies. Anandtech's roadmap from a few weeks ago showed the 2.6GHz A64 (presumably 90-nm) recently slipped a quarter to Q1 2005 instead of Q4 2004. I'm guessing that also means any lower clocked 90-nm A64s might be delayed as well.
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