Advanced Micro Devices Inc (AMD)

[sgolds]

mas, you don't really believe that, do you?

90nm is nice but not really *that* important at the moment.

The whole AMD strategy right now relies on ramping K8 on 90nm this year in coordination with 64-bit Windows release. Intel is vulnerable now, not in another year. AMD did succeed in an orderly introduction of 64-bit parts and cast Intel as the follower; however, that will all be for naught if AMD is not leading the world to 64-bit volume rollout later this year.

When the giant is stumbling, if you don't give him a hard shove he will recover and eat you!