Replies to post #31422 on Advanced Micro Devices Inc (AMD)

[Mysef]

AMD increased margins.
Cool.

[j3pflynn]

Doug - A lot of good news there. The only thing that would've made it better (other than higher EPS :) ) would be if they specified good binsplits on 90nm. That's really still the big question. But several others, such as yield, power consumption and heat dissipation were answered. I guess 3 out of 4 ain't bad; but noting good binsplits would have made a huge impact. Maybe they just want to leave some later upside surprises, who knows? For now, this and the +12c is great news! Should be some interesting activity after- and pre-market.
Paul

[UpNDown]

dougSF30, on 90nm

AMD will be initiating volume 90nm production in the second quarter and expects to deliver products for revenue in the third quarter of 2004.

What's this "will be" stuff? I thought it was going to be "has". Hope this is clarified in the conference call.