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

To: dougSF30 who wrote (155193)4/7/2005 2:26:44 PM
From: PetzRead Replies (1) | Respond to of 275872
 
On my first read, I think the fact that he said

only 300-mm wafers would be run at Fab36 in Dresden

...means that, for now, 65nm is looking so good that 90nm would be a diversion there. It wouldn't make economic sense to make masks and set up half the fab for 90nm on 300mm if 65nm wafer outs can be achieved by mid 2006.

Petz



To: dougSF30 who wrote (155193)4/7/2005 2:51:17 PM
From: RinkRead Replies (1) | Respond to of 275872
 
...Chartered Semiconductor gained 31 cents, or 5.1%, to $6.35 on Nasdaq after Prudential Equity Group upgraded the chip maker's shares to "overweight" from "neutral weight," saying it believes that the second-half story is coming together for the company. The broker told clients that Chartered could benefit from key customers product migration and some Advanced Micro Devices production in early 2006. ...

online.wsj.com

Regards,

Rink


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