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

To: Petz who wrote (103400)	10/21/2003 2:54:23 PM
From: Jim McMannis	Respond to of 275872

RE:" Intel in Portland has already made hundreds of thousands of 90nm Celeron processors and they are ready to go. Just like they stated publicly, they will be shipping 90nm parts in volume in November or December this year…” Hummm...this sounds extremely fishy. Intel typically saves their latest and greatest process for their latest and greatest flagship chip, ie. the P4. The article claims that yields on .90u are good enough.... So why not make P4s? One word? HEAT.... DOesn't it point to heat problems? Intel already said the Prescott will dissipate less than 100 watts. Others sources suggest 90-100w... Actually that would be pretty pathetic for a new process shrink... I wonder what's the matta?