Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 251.01

-0.1%

1:22 PM EST

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To: fyodor_ who wrote (123985)	6/17/2004 9:35:44 AM
From: Biomaven	Read Replies (1) of 275872

Thanks all for the response to my questions on yields. Next key question in my analysis: What are the risks associated with the move to 90nm? This seems to be one of the key risk issues specific to AMD (i.e., not shared by INTC). What is the expected timing of the move? To be more precise, how and when would we know that this risk is no longer going to be a significant factor going forward? Finally, what is the impact on their roadmap if the move is not smooth? Peter

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