SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : AMD:News, Press Releases and Information Only!
AMD 217.53+1.5%Nov 28 9:30 AM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: StockMan who wrote (1789)10/29/1997 12:50:00 AM
From: Petz  Read Replies (1) of 6843
 
S, re: <You understand of course that the .25u won't happen until 3Q 1998. (Jerry himself said so)>

You didn't hear very well, Jerry said that most of AMD's output would be at 0.25 micron by 3Q '98. Since Intel has to convert 4-5 fabs to say the same thing, I don't think it will happen before then.

By then the world would have moved to the slot1

Intel's own forecast is that by Q3, 50% of its output would be Slot 1. By then, everyone will be looking forward to the more advanced Alpha bus, which, guess what, both AMD and Intel will have licenses to use.

Petz
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext