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dougSF30

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dougSF30

Re: UpNDown post# 31458

Wednesday, 04/14/2004 5:55:43 PM

Wednesday, April 14, 2004 5:55:43 PM

Post# of 97586
I assume they *have* started 90nm production, but perhaps they don't want to call it "volume 90nm production" until they've ramped a little this quarter.

It'll probably be touched on in the CC. I wouldn't make much of the phrasing.

The important parts are: good power, thermals, yields, and delivering *for revenue* in Q3. Consistent with Rivet's comments March 1 for output in July.

Doug
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