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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 253.73

+1.6%

Jan 22 3:59 PM EST

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To: mjuarez who wrote (138362)	11/1/2004 1:54:16 AM
From: KeithDust2000	Read Replies (4) of 275872

mjuarez, Even with this 1.5 year slip (I believe Fab30 will be practically 100% 90nm by June of next year) No, the conversion is going much slower than that. Only 50% of wafer outs is supposed to be 90nm by that time. This is what Hector said: Physically, we should be able to ramp totally to factory by the end of next year, to be totally converted to 90-nanometers. If there is not total conversion, it will be mostly because there might be some remnants of products that cannot be transitioned from a few customers. AMD´s 90nm conversion seems very slow and should trail INTEL´s by about 12 months (while being about 8 months behind with first market availability). That´s why I think, with INTEL´s accelerated (and intended to be aggressive) dual-core desktop schedule, plus AMD being the only one with dual-core server chips in 2005, plus all the other factors I mentioned earlier, it might make sense for AMD to tap IBM now for additional 90nm K8 shipments already in H1 next year. They might blow a unique opportunity if they don´t. But of course that´s just imho.

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