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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 210.00

-2.0%

Jan 7 3:59 PM EST

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To: Mani1 who started this subject	9/9/2002 7:41:00 AM
From: TGPTNDR	Read Replies (1) of 275872

IBM quietly decks four Xeon machines IT SEEMS THAT problems that seem to have dogged Compaq/HP and Dell in launching Xeon machines above 2GHz are now giving IBM headaches too. . . theinquirer.net ======================== Inquirer thinks PIV may be about 'tapped out'. THE MOST RECENT roadmap we saw from the Intel Corporation warns motherboard makers that with the introduction of 3.06GHz Pentium 4 in Q4, the designers are creating a somewhat new die layout for the Northwood process. This new layout might well be related to some significant errata in the processor, which we reported a few weeks ago. But with the introduction of 512K cache "Barton" AMD XP chips, we think that Intel may well be giving the smaller chip company a real chance to catch up again on the clock speed front, irrespective of any Clawhammer introductions in Q4 this year or Q1 the next. In fact, the roadmaps only show Intel able to reach something like 3.20GHz on Pentium 4s, and AMD might well have an additional lease of life in the constantly changing Megahurts Madness both firms play. . . . More at theinquirer.net -tgp

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