Advanced Micro Devices Inc (AMD)

[mas]

Optimistic ? Hmmm, I call them like I see them.

'This is a dynamic market and standing still is death.'

No, it depends on the combination of design and process size and these are generally 2-year events.

'The simple truth is that if AMD does not have volume 90nm product this year then the opportunity is gone, and when AMD does have manufacturing ready the customers will be gone also.

It wouldn't be the first time. Ruiz is well aware of this and I'm sure he is moving Heaven and earth to deliver product in volume this year.'

I disagree, Athlon gave AMD a full 2 year advantage all the way to 130nm P4 which was only reinstated with 130nm K8. No voodoo or mystery involved here.

'With all due respect, you shouldn't be invested in AMD if you think that AMD has an untouchable advantage with current manufacturing over the next year. You are investing with wishful thinking rather than with facts.'

With all due respect, I would say the same about you in reverse . Strikes me as you are the one working on fearful thinking rather than facts. AMD is nice and safe until 2006 at the earliest imo. K7 is holding up the low-end and K8 covers quite easily the mid and upper ends. 130nm SOI is probably good for 2.6 Ghz 4000+ and FX55 and Intel does not look it's going to exceed 4GHz anytime soon so that covers the rest of this year quite easily and 90nm should pick up the slack starting 2005 so what exactly is the *real* problem here ?

Btw when I first saw the Northwood reviews in Jan 2002 I very soon realized what a world of hurt AMD would experience so don't mistake me for niceguy, lol.