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

To: kpf who wrote (155333)	4/8/2005 2:44:36 PM
From: Petz	Read Replies (2) \| Respond to of 275872

kpf, can you explain this statement: "More change for Flash. Because I now see SP1 materializing." TIA /Petz

To: kpf who wrote (155333)	4/8/2005 3:09:40 PM
From: dougSF30	Respond to of 275872

But that's not what is happening. :) Per Rivet: Fab36 300mm 90nm production wafers are starting in early Q4, production output in early 2006. Then 65nm output following closely in H106.

To: kpf who wrote (155333)	4/8/2005 3:53:53 PM
From: Joe NYC	Read Replies (1) \| Respond to of 275872

Klaus, Fab36 acting as a delevopment fab for a while, most probably being utilized by the Consortium around IBM for 65nm and beyond was just beyond my imagination until yesterday. Although I knew pretty well IBM needs Fishkill capacities for Cell. I always hoped that it that AMD could figure out a way to get some foundry work through cooperation with IBM (and Chartered) until AMD can sell fab full of processors. But I am not sure how Tom Sunderman's statements indicate that it is something that AMD is actively pursuing. Joe