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

To: Dan3 who wrote (82697)6/17/2002 3:09:13 PM
From: Charles GrybaRespond to of 275872
 
Dan if you read Nvidia's CEO's comments, in this industry you make money back to school and Xmas. You have to have new and good product out for those periods. In the PC industry it means that you have to have product out 3 months earlier so that OEMS can put their stuff together. Anyway, if AMD wants to do well in August they'd better be shipping hundreds of thousands of Tbreds right now.

C



To: Dan3 who wrote (82697)6/18/2002 12:08:11 AM
From: Jim McMannisRespond to of 275872
 
RE:"Tbred is a dresden chip, not a UMC chip"

Well, if that's the case it's worse than I thought. Dresden should be AMDs best FAB...if they are struggling with .13u there then that really sux.

Jim


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