Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 214.87

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3:59 PM EST

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To: Eric K. who wrote (1914)	7/22/2000 7:17:02 AM
From: Gopher Broke	Read Replies (2) of 275872

P 4 may have a "flaccidity" problem I wonder how long it will take for Intel themselves to admit they are slipping with Willamissed as well as Itaintium? Probably they will say nothing but to re confirm that it will ship in "limited quantities" (=none) until next year. A .13 Cumine would no doubt be reasonably competetive but it will take Intel time to switch enough Fabs from .18. (I seem to reacall the CC indicated half were still at .25?) The ramp of .13 chips will be low enough that all Dresden's production (ramping up beyond the 7.2 million processors in Q4) will sell easily for several quarters. And what about a .13 Athlon anyway? Those will rock! Who was it asked what AMD might do with Fab 25? <font color=sky blue purple> You have to hand it to Intel and AMD - there is always plenty of news and rumor around to keep investors amused!

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