Advanced Micro Devices Inc (AMD)

[blauboad]

Hector: "We don't need 300mm in 04. We need it for 65nm node in 2005 for ramp and 2006 production. We will be public to partners on a fab by years end."

As has long been speculated, Ruiz all but confirms AMD will be building a .65 300mm fab with IBM, TBA in the next couple months.

Congrats to everybody who's held on. I expect alot of revisions and upgrades, institutional buying should run AMD up nicely from here. Moody should de-junk the bond rating soon.