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

To: dougSF30 who wrote (103630)	10/27/2003 1:14:16 PM
From: Charles R	Respond to of 275872

<Which players? Any besides AMD and Intel figure in that estimate?> Yup. Other players like TSMC, UMC, IBM, etc. <What point in time are you measuring the delay from, and is it a different point for each player?> Time from when they have said officially or unofficially when they would have a certain process ready. That time is different for each player by the nature of business and their financial status. <That is, if Intel shipped 90nm parts on Jan 1, 2004, what size delay would you call that?> ~6 months <If AMD ships 90nm parts on July 1, 2004, what size delay would you call that?> ~6 months