Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 207.67

+2.2%

Jan 12 3:59 PM EST

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To: Paul Engel who wrote (15315)	10/20/2000 8:12:22 PM
From: Dan3	Read Replies (3) of 275872

Re: Intel was capacity limited from late 1999 until recently - now they have new capacity coming on stream Almost none of that capacity can produce anything faster than 1GHZ - and most production is centered around 800 to 900 MHZ. Those are $75 chips to OEMs. AMD can't seem to produce a Duron at Austin that won't do at least 900 MHZ, and the Dresden parts are all GHZ+ Towards the end of the year, Intel may have some competitive capacity on line if every aspect of their first attempt at production of copper chips goes perfectly and if every aspect of their first attempt at .13 production goes perfectly. Otherwise, for the indefinite future, Intel is limited to producing 70 or so P4s per wafer, and trying to sell them packaged with 2 sticks of Rambus, a custom case with a 1 lb heat sink bolted to the cover, and a low volume high cost motherboard. VIA's P4 solution is hoped for, by VIA, for the end of Q3 - good luck on that one! Intel continues to wander in the wilderness, and while it may end someday, it isn't ending anytime soon. And the clock is ticking - Intel will be facing dual 64 bit processor systems with the same costs as their single 32 bit system towards the end of next year. Sledgehammer was a stroke of genius - there really isn't anything Intel can do to compete with it. Intel can't put two P4 cores on a die, the P4 core is too big - even at .13, and the PIII core is too slow. A system with two standalone P4s will be much more expensive and won't perform as well because the L2 won't be shared. Looks like Intel is on a trip up no-paddle creek! Dan

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