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

To: niceguy767 who wrote (121864)	5/19/2004 3:40:16 AM
From: TGPTNDR	Read Replies (1) \| Respond to of 275872

Here's what was said. We continue our deep ramp to 90 nanometer technology, remaining on track for volume production in the second quarter of 2004 and delivering products for revenue in the third quarter of this year. . . In terms of dollar terms, as I mentioned at the last earnings call, and I'll repeat it on this one, is towards the end of the year, we expect the dollar revenue on AMD64 will switch over, over our K7 architecture. . . Q-Yeah, what percentage of the AMD64s will be at 90 nanometer by the end of the year? A-You know, I won't give an exact amount. I think it'll be significant, because we're ramping the technology fairly aggressively, beginning this quarter. Q-You might have said -- I apologize if I missed it -- but when is your plan for 50% crossover on production on 90 nanometer in the processor space? A-I didn't say for 90 nanometer; but-- Q-You said production is starting in Q3, so when do you think you'll cross over? A-90-- you know, it'll between fourth and first quarter. Q-Hi, most of my questions have been answered. I'm just wondering on the-- in terms of any roadmap or milestones you've put out there for Athlon 64, can you tell us how you're tracking to those or give us any milestones for the year in terms of unit volumes or anything like that? A-Well Mark, as Hector pointed out, we've always said that we were expecting the crossover point to be in the fourth quarter of 2004, and we're maintaining that guidance. ============== I read it AMD64/K7 $ crossover in Q4, 130/90 volume crossover Q4-Q1, no percentage of 90 vs 130 on AMD64 by end of year, no statement of AMD64/K7 volume crossover. I'd bet K7s are still selling Easter '06. -tgp