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Elmer Phud

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Elmer Phud

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Re: kpf post# 12442

Sunday, 08/31/2003 9:14:01 PM

Sunday, August 31, 2003 9:14:01 PM

Post# of 97760
kpf -

China has the $$$, look at their trade balance

Well I guess Countries could conceivably fund it but I'm not holding my breath. Additionally, I'll believe schedules when they deliver.

In the meantime FAB30 plus East-Fishkill would be sufficient for AMD to grow into the 30% MSS range in the 90nm node.

IBM has yield problems at 130nm. I'm not convinced they can make Opteron in volume on 130nm much less 90nm. Somebody needs to step up and demonstrate they can make this thing before I get all excited.
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