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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: Petz who wrote (38977)	5/10/2001 7:06:42 PM
From: dale_laroy	Respond to of 275872

>Fall is optimistic in view of recent developments, particularly in terms of the ramp being significant in 2001.< The delay in delivery of 193nm laser equipment may not significantly impact volumes until Q1 2002. A single 130nm fab may be more than enough to produce significant volumes of both Tualatin and Northwood in Q4 2001. Keep in mind that AMD has less then the capacity of a single fab producing Athlon, and at 130nm Northwood might be smaller than TBird and Tualatin even smaller.