Advanced Micro Devices Inc (AMD)

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"And AMD has demonstrated working production parts from its 90nm process."

Yes they have.

Then AMD did two things:

1. They announced their second delay in their 90 nM program, pushing the start of production into the second half of 2004.
2. They started informing their customers that the 90 nM AMD64 devices would crank out 105 watts - even more that Intel's Prescott.
AMD hit themselves up-side the head with a hot reality check.