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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 253.73+1.6%3:59 PM EST
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To: dougSF30 who wrote (135800)10/11/2004 3:07:07 PM
From: Joe NYCRead Replies (1) of 275872
 
Doug,

I suspect E0 will happen before Q2.

I hope so, but you never know. AMD is apparently sampling dual core, which has E0...

Also, don't forget that a 90nm wafer holds 70% more parts than a 130nm wafer, so wafer-start crossover means than 10-12 weeks later you will be significantly above unit-out crossover.

Until the binning of 90nm process exceeds 130nm, AMD will be primarily replacing 130nm K7 with 90nm K8, where theoretical unit gains are lower.

Joe
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