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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 249.66+7.6%3:59 PM EST
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To: Elmer Phud who wrote (138361)11/1/2004 7:22:04 AM
From: combjellyRead Replies (1) of 275872
 
"On slide 12 AMD told analysts that F30 wafer starts would become 100% 90nm in Q4 of '03 at >5K WSPW."

Sounds right. As we learned later, AMD ran into a problem with their low-k dielectric causing the metal layers to peel off. No doubt there were other difficulties too, but that one they confessed to.
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