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

To: Joe NYC who wrote (103632)	10/24/2003 5:19:21 PM
From: dougSF30	Read Replies (2) \| Respond to of 275872

Joe, when would you say the Intel original expectation for 90nm was? I managed to get Elmer (on iHub) to admit with 99% certainty that Intel was >= 3 months late on their own internal "aggressive" 90nm timeline, but beyond this, he would not be more specific, implying inside info that he could not divulge. Doug

To: Joe NYC who wrote (103632)	10/27/2003 1:19:47 PM
From: Charles R	Read Replies (1) \| Respond to of 275872

<Let's hope AMD will be one of the players with 1/2 year delay. Original expectation was for 90nm to be available Q4/Q1, now it looks like it will be Q2/Q3 2004.> Right now things do not seem to be too bad in relative terms on the process ramp but AMD's capacity, in terms of units, has gone down dramatically in the last couple of years. Market share is going to suffer big time if 90nm doesn't come up soon. AMD needs a quick 90nm ramp for x86-64 capacity. Timing of a smaller cached-K8 is also crucial.