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Re: sgolds post# 31197

Monday, 04/12/2004 9:25:38 PM

Monday, April 12, 2004 9:25:38 PM

Post# of 97771
Yes, that's the bigest thing I expect to get out of the CC. That 90nm production has started.

That's pretty much what I'm thinking too, but the news about about portable sales has me a little concerned. Hopefully INTC has an exclusive on that problem too.

As usual, because the sale of a few extra units adds so much in the way of earnings it's very hard to get a handle on just what AMD profitability is. This fixed cost business AMD is in demands a large production/sales volume to spread the fixed costs, something AMD has never been able to do. 90nm should help a lot.
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