Replies to post #40082 on Advanced Micro Devices Inc (AMD)

[kpf]

sgolds

By starts I mean the number of expected good dies from started wafers, which depends on their yield projections.

Just waferstarts.

Did they say anything new about when we can expect 90nm product to hit the streets?

Current Q.

K.

[upc]

the 90nm crossover may have been moved 1 to 2 quarters out, or it may not have been moved. There are many kinds of crossovers, and it is not clear that the two references, this CC and the last one, referred to the same kind. They reiterated guidance that 90nm parts will ship for revenue this quarter, but there are also the comments of the CFO in early June which were more specific and mentioned a "july timeframe". On the other hand, the CFO implied starts would be in April on March 1 and they ended up starting in early May. Hector referred to May as the start of "volume production on 90nm" during this CC.

upc