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

To: Jim McMannis who wrote (81342)6/2/2002 3:38:43 PM
From: ElmerRead Replies (1) | Respond to of 275872
 
AMD is having to farm out some .13u process...
Right now AMD has no .13u except a few chips coming from Dresden sold into the notebook market. That's important.

Exactly what we told you 6 months ago. The signs were crystal clear to those in the industry. You should listen closer next time.

EP



To: Jim McMannis who wrote (81342)6/2/2002 4:04:44 PM
From: YousefRead Replies (1) | Respond to of 275872
 
Jim,

Re: "No sense beating that dead horse again. AMD has no choice but to use a
PR rating...you can call it hype if you want ... Sure looks like a fire
drill at a stop light to me."

Of course AMD had a choice ... They could have focused on getting their .13um
process on-line earlier. This could have been done by taking less risk
on process options (like LowK, SOI, ...). They also could have done more
with "AthWiper" scalability.

Make It So,
Yousef


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