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BUGGI1000

04/23/05 4:06 PM

#54875 RE: pennypincher1111 #54873

@Richard
I think you will not get "good" answers in highly interesting
topics. Thats always the problem. Because the CPG group
performed so good and will (imho!!!) perform extremly good,
I would tend to make questions in regards to Flash. We havent
heard about Mirrorbit in the last time very much. Whats the
progress there? What are the new "features" from Mirrorbit2?
How far went the development process at Ornand? When could
we expect first production volume? It would be also inter-
esting, which nodes AMD will use in the future? Are their
any existing plans for converting FAB25 to 90nm? At what
node JV3 is today working. Is this FAB fully equipped? Which
stacking technology Spansion is using and working on?

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Tiger64

04/23/05 4:17 PM

#54876 RE: pennypincher1111 #54873

Questions for AMD...

(1)Will AMD be utilizing only one FAB (30) for the rest of 05'or do they have some additional capacity lined up for the second half of the year...

(2)When will AMD return to profitability (conservative estimate) given the circumstances of the flash market?