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

To: Elmer Phud who wrote (138361)	11/1/2004 1:16:43 AM
From: mjuarez	Read Replies (2) \| Respond to of 275872

On slide 12 AMD told analysts that F30 wafer starts would become 100% 90nm in Q4 of '03 at >5K WSPW. Now we know that AMD would never lie to analysts so we must conclude that if Keith's post was correct then we are talking about an innocent mistake that translates into a 2 year slip in converting to 100% 90nm. I have to agree with you here. AMD over-promised at that time. Remember, this was almost 2 years ago, when Jerry was still running the show. Hector, however, has characterized himself for under-promising and over-delivering. Even with this 1.5 year slip (I believe Fab30 will be practically 100% 90nm by June of next year), AMD is way ahead of Intel, in both performance, power dissipation and price-performance, in the desktop arena. Intel is still ahead in the mobile space, but AMD is gaining rapidly with Sempron and Athlon64. Marcos

To: Elmer Phud who wrote (138361)	11/1/2004 7:22:04 AM
From: combjelly	Read Replies (1) \| Respond to of 275872

"On slide 12 AMD told analysts that F30 wafer starts would become 100% 90nm in Q4 of '03 at >5K WSPW." Sounds right. As we learned later, AMD ran into a problem with their low-k dielectric causing the metal layers to peel off. No doubt there were other difficulties too, but that one they confessed to.