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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 231.83+1.7%Jan 16 9:30 AM EST

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To: rupert2 who wrote (128556)7/23/2004 10:40:15 AM
From: RinkRead Replies (1) of 275872
 
Intel starts 90nm @ 200mm while AMD's pretty much already converted to 110nm (both bulk and mirrorbit) and will start 90nm at end this year, and while Samsung's at 90nm @ 300mm for NAND since September last year, still this echo's analysts reports that Intel will crush the rest. When will this phenomenon weaken enough?

Kind regards,

Rink
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