Advanced Micro Devices Inc (AMD)

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Looks like Intel already has working 90 nM CPUs - Dothan and Prescott, and will be showing these today. This is well in advance of their launch target.

"Intel will show its next-generation desktop and mobile processors, Prescott and Dothan, later Thursday during presentations. The ramp to Intel's 90-nanometer process technology is going well, and Intel expects the ramp to 90 nanometers to proceed faster than the last jump to the currently used 0.13 micron technology, he said. "

Intel's Barrett pushes for IT investment

By Tom Krazit, IDG News Service May 15, 2003




NEW YORK -- Established enterprises and economies will have to upgrade their IT infrastructure soon to compete once the global economy turns around, said Intel Chief Executive Officer Craig Barrett in a press conference prior to Intel's spring analyst event Thursday.

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"IT is the only vehicle on which established economies will be able to compete" with fast-growing economies such as China and India, Barrett said. Intel has yet to see evidence of that recovery in the U.S. and Western Europe, he said.

Without IT investment on the part of companies in those regions, the industry could see a "jobless recovery," where the talent flows to the economies with the latest and greatest IT technology, he said.

Barrett reaffirmed Intel's guidance for the second quarter. "We're optimistic while waiting for business to recover. This is the deepest recession high tech has ever seen," he said. In April, Intel forecast second-quarter revenue to come in between $6.4 billion and $7 billion.

The spread of SARS (severe acute respiratory syndrome) has had little material effect on Intel's business, but the company has been forced to hold individual meetings with its partners in Asia to discuss future products, rather than the usual group meetings, he said.

Intel will show its next-generation desktop and mobile processors, Prescott and Dothan, later Thursday during presentations. The ramp to Intel's 90-nanometer process technology is going well, and Intel expects the ramp to 90 nanometers to proceed faster than the last jump to the currently used 0.13 micron technology, he said.