Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 221.06

-1.1%

Jan 5 3:59 PM EST

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To: Charles Gryba who wrote (71768)	2/18/2002 2:44:02 PM
From: Petz	of 275872

worst case for Intel is that the Itanium dies. Worst case for AMD is that Itanium dies Not if Itanium dies in mid 2002 and Intel's Prescott+Yamhill technology is not ready until 2004. That would be a very good situation for AMD. The original Mercury news article stated 2003/4 as the timeline for Prescott. How often as anything predicted that far in the future arrived at the most optimistic date, from either AMD or Intel? If Prescott (let alone Prescott with Yamhill extensions!) were going to be ready in mid 2003, we would have to see first silicon this summer. Petz

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