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

To: rupert2 who wrote (128556)7/23/2004 10:40:15 AM
From: RinkRead Replies (1) | Respond to of 275872
 
Intel starts 90nm @ 200mm while AMD's pretty much already converted to 110nm (both bulk and mirrorbit) and will start 90nm at end this year, and while Samsung's at 90nm @ 300mm for NAND since September last year, still this echo's analysts reports that Intel will crush the rest. When will this phenomenon weaken enough?

Kind regards,

Rink



To: rupert2 who wrote (128556)7/23/2004 11:27:12 AM
From: Elmer PhudRead Replies (3) | Respond to of 275872
 
Rupert

Intel to Start 90nm NOR Flash

AMD had planned to be in production with 90nm Flash by now. I understand they had to back off to 110nm instead. Is this correct and if so, why? Looks like Intel has quite an advantage here.


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