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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 203.14-0.8%Jan 9 9:30 AM EST

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To: Elmer Phud who wrote (214965)10/26/2006 10:06:13 PM
From: misenRead Replies (1) of 275872
 
From the Q1 2005 CC transcript, answer attributed to Ruiz:

In terms of 65 nanometers, the work we’re doing is jointly developed with IBM. We have been running now engineering silicon just in static rounds to provide the technology. We’re very excited about the progress we’re making there, and we expect that early in the life cycle of Fab 36, which is expected to be in the first half of next year, we will be building some 65 nanometer product. I can’t tell you any more than that right now because, frankly, it is a lot of customer and product tradeoffs that we’re making, and it’ll be later on in the year when we’ll be able to have more clarity on that.

epscontest.com

From the 2005 Q4 CC transcript:

Answer - Hector Ruiz: Maybe let me just correct a perception here. The ramp of FAB 36 is beginning at 90 nanometers, and will transition to 65 sometime towards the latter part of the year. The yields that I referred to as already approaching maturity were based on the 90 nanometers beginning of the ramp. Our 65-nanometer data, which is already coming out, looks very encouraging. As a matter of fact, we have already microprocessor products build on 65 nanometer that are really looking as planned. Excellent at this point in time, and are confident that our ramp beginning the second half of the year will go well. It continues to get stronger and stronger. And what motivates the change from one node to the other, frankly, is that we able to meet our customer needs and demands are better as, and how rapidly we can make that transition. We focus really on features, performance, value that it brings to customers; and of course, cost is important and that also makes part of the equation. But at the top of the list, what is it that our customers want and need from us relative to the product.

epscontest.com

Misen
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