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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 237.64+6.3%10:21 AM EST

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To: Pravin Kamdar who wrote (121783)5/18/2004 12:40:12 PM
From: BuckwheatRead Replies (2) of 275872
 
I wouldn't look for 90nm parts on Pricewatch anytime before Q4. I would hope that 90nm will be targeted on those A64/OPTI products and vendors where buying is taking place in lots greater than 1000. This is where the price concessions are likely being made and where cost is the most critical.

Buck
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