Replies to post #33334 on Advanced Micro Devices Inc (AMD)

[Grimes]

Keith, re shareholders meeting. It was pretty dry, with a few possibly interesting comments:

1. H Ruiz stated 90 nm line would be delivering products for customers in q3 (still on track, or at least not materially off track)

2. He also said dual cpu cores (I think this is the correct terminology) would be delivered in second half of 05

3. Jerry Saunders, not to be represed or sidelined, spontaneously opined with some enthusiasm that due to high speed interconnect and various other architectural achievements AMD had Intel by the short curleys (that is my interpretation of his position - I think he actually said something like '...we got em' ).

No real surprizes.

[mas]

Steady as she goes and a more confident rallying the troops speech by Hector talking about margins, productivity improving and about the spirit of those who work for and follow AMD. Untapped market of billions out there and how AMD is a leader now. Worth listening to if you have got the half-hour spare. 300mm is necessary for 65nm and talked about OEMS onboard and how Mirrorbit is an allround solution. FX will stay unlocked.

http://www.corporate-ir.net/ireye/ir_site.zhtml?ticker=AMD&script=1010&item_id=860867