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j3pflynn

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j3pflynn

Re: sgolds post# 40062

Friday, 07/16/2004 11:39:31 AM

Friday, July 16, 2004 11:39:31 AM

Post# of 97749
sgolds - re: "
4. What's going on with 90nm? I am most confused on this topic, and it worries me. Crossover has gone from Q4/04 to Q2/05, is that correct? Can someone sort out whether we are talking about starts vs. output, and units vs. revenue?

My overall impressions was that Q2 was a solid quarter and positions AMD well going into the fat part of the year. However, 90nm is still the big question mark. Any clarification on that subject would be appreciated."

re: 4 - Good question - Their CC seemed to only totally muddy the waters!

Agreed on your last paragraph. Market overreacted to an inept presentation.
Paul
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