Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 259.65

+2.3%

Jan 23 9:30 AM EST

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To: mozek who wrote (123662)	6/14/2004 9:04:29 PM
From: Elmer Phud	Read Replies (2) of 275872

mozek - IMO, you don't have the real reason on your list, and it's 90nm margins. "Hypothetical" 90nm margins, and you're right it's not on the list. The list was intended to draw attention to the fact that AMD has not been producing nearly as many processors as their fab capacity would seem to be capable of. If poor yield is the reason then how is 90nm going to make it better? If poor demand is the reason then how is 90nm going to make it better?

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