Replies to post #31458 on Advanced Micro Devices Inc (AMD)

[dougSF30]

I assume they *have* started 90nm production, but perhaps they don't want to call it "volume 90nm production" until they've ramped a little this quarter.

It'll probably be touched on in the CC. I wouldn't make much of the phrasing.

The important parts are: good power, thermals, yields, and delivering *for revenue* in Q3. Consistent with Rivet's comments March 1 for output in July.

Doug

[dougSF30]

90nm starting "in a few weeks".

Hector dispelling "notion in marketplace" than they have any yield issues, in response to question. 130nm mature, yields outstanding. 90nm will have a higher level of productivity than even 130nm.

90nm transition will begin "in a few weeks", per Hector. So not April 5, apparently.

Doug