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

To: Charles R who wrote (103623)	10/24/2003 3:27:55 PM
From: xun	Read Replies (2) \| Respond to of 275872

Charles, RE: <..., the 90nm transition is going to be delayed by 1/2 year to 1 1/2 years.> Well, doesn't that imply AMD the stock is going to go to the moon again:^) Do you think AMD needs 90nm to volumn-produce Athlon FX53/55 or Athlon 64 3400+? More importantly, what will Intel pull from its hat without 90nm for more than 6 months in 2004?

To: Charles R who wrote (103623)	10/24/2003 3:59:53 PM
From: dougSF30	Read Replies (1) \| Respond to of 275872

Charles, A couple questions, regarding: By my estimate, depending on the player, the 90nm transition is going to be delayed by 1/2 year to 1 1/2 years. Which players? Any besides AMD and Intel figure in that estimate? What point in time are you measuring the delay from, and is it a different point for each player? That is, if Intel shipped 90nm parts on Jan 1, 2004, what size delay would you call that? If AMD ships 90nm parts on July 1, 2004, what size delay would you call that? Thanks, Doug