Advanced Micro Devices Inc (AMD)

[Tiger64]

I think you would be right about 65nm production if they have the equipment installed by mid 05 and they start testing 65nm production throughout the rest of the year...maybe IBM has really helped AMD along to such an extent that this will become a reality by the end of 05...if that is the case I would totally agree with you given that 65nm would be A) cost effective in comparison to 90nm B)Productive capacity increases greatly c)There are no considerable delays expected in transitioning to 65nm...