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jhalada

12/21/04 9:39 PM

#49681 RE: KeithDust2000 #49678

Keith,

I recall (from CC) that 130/90nm K8 crossover for wafer starts would happen by the end of 2004. The key question is the percentage of 130nm K7 wafer starts at the end of Q4 2004. Whatever it is, I am pretty sure it is dropping rapidly, and there may not be any 130nm wafer starts by the end of next quarter.

Joe

I_banker

12/21/04 10:20 PM

#49685 RE: KeithDust2000 #49678

Keith, Hector said in the Q304 conference call that 90nm wafer starts would cross over by the end of Q4.

Question – Krishna Shankar: Yes. In the processor business and the AMD64, did you have good growth both in desktops and notebooks Q2 to Q3? And also going into the fourth quarter, will – did you say more than 50% of your processor production will be on 90-nanometer?

Answer – Henri Richard: I will answer the first part of the question. We had a double-digit growth in both mobile and desktop Athlon 64 processor.

Answer – Hector de J. Ruiz: And in terms of the 90-nanometer, we expect going out of the year to have over half of our wafer starts to be 90-nanometer AMD64.


http://epscontest.com/transcripts/04q3_amd.htm