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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 221.02+6.4%Jan 13 3:59 PM EST
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To: DRBES who wrote (121734)5/18/2004 10:10:56 AM
From: Pravin KamdarRead Replies (2) of 275872
 
DRBES,

AMD hints at 90nm ship slip

I interpreted AMD's new language about 90 nm the same way The Register did. Combine this with today's revelations on AMD's 90 nm power dissipation, and it can be reasonably concluded that all is not well with AMD's 90 nm process. At the very least, it has slipped. If true, the shorts will have a field day. Luckily, AMD is far enough ahead of Intel, that a further month or two slip in 90 nm should not be too much of a problem. How the market interprets it is an entirely different story.

Pravin
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