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Re: mas post# 38382

Sunday, 06/20/2004 1:56:42 PM

Sunday, June 20, 2004 1:56:42 PM

Post# of 97585
mas, 90nm is nice but not really *that* important at the moment. While 130nm SOI K8 can be sold at an asp for more than it takes to make AMD will be happy. 90nm could be quite comfortably delayed another year from now imo before it started to bite and was actually needed.

This is neither an investor´s point of view, nor is it AMD´s, and the reasons for that are so obvious and have been discussed so many times here that I don´t see the need to repeat them again.

Keith

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