Advanced Micro Devices Inc (AMD)

[jhalada]

fpg,

IF the Dell rumor is true (big if), it signal very high confidence in AMD's 90nm process, as nearly their entire product line is switching over to it in the 3rd Q.

I would really like to buy the first part (Dell rumor), I could buy 2nd part (confidence in 90nm process), but the third part (rapid switchover to 90nm) is I think not very likely. AMD will not risk more than necessary.

Joe