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

To: Elmer Phud who wrote (147517)	1/11/2005 10:05:03 PM
From: Joe NYC	Read Replies (1) \| Respond to of 275872

Elmer, Perhaps the problems are in the past, we don't know that for certain. I think AMD probably has better process technology at this point. It is good enough to test the tools, most likely much better than IBM's 65 nm process, and these are the only 2 choices. As far as the which process will be used for first volume production, it depends on where 65nm is, but AMD needs to make the K8 work on 90nm IBM process in either case (for Chartered), which makes it very likely that 90nm test wafers are being processed in East Fishkill as we speak, and will likely be the first output of Fab36. Joe