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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 252.00+0.3%3:59 PM EST

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To: Elmer Phud who wrote (123998)6/17/2004 11:39:37 AM
From: Joe NYCRead Replies (1) of 275872
 
Elmer,

AMD's gotten everything out of this process they're going to get. They're at the end of the line and they need 90nm.

Do you think so? I think there is a good chance of 2.6 GHz 130nm parts, maye late Q3, at least on FX. The roadmap has the first 90nm chip on the FX line in 2005 and they need another speed grade, so 130nm has to do it.

The current shipping FX53s can apparently do 2.6 GHz on air cooling even without voltage hikes, AMD can accumulate enough to do at least a low volume FX launch at 2.6 GHz.

Joe
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