Advanced Micro Devices Inc (AMD)

[upc]

90nm AMD64 mobile shipping now, desktop in 1 month, then server.

http://www.siliconinvestor.com/stocktalk/msg.gsp?msgid=20405980

90nm Goldman quotes:

"1) AMD began shipment of AMD64 on 90nm this week, and expects to reach 10% share in x86 servers by year end"

...

"AMD is one of the few companies on 90nm that does not seem to have had significant delays or defect issue.[sic] Revenue shipments of AMD64 notebooks on 90nm started this week, well within the planned schedule for shipments prior to the end of Q3. Desktop AMD64 shipments on 90nm will commence a month later, followed by servers. An on-time transition to 90nm was one of the keys to our thinking in upgrading AMD, as it will allow it to cut prices in line with Intel while aggressively shifting mix to higher margin parts. AMD remains on track for reaching 50% of total MPU revenues on AMD64 by year end, and crossing-over in terms of units in Q2 05."

Very good stuff. Lots more on server share growth (up to 20% in 2005, 10% by year end given design wins already in place, etc, etc. )