Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 213.50

+6.2%

Dec 19 3:59 PM EST

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To: Pravin Kamdar who wrote (15759)	10/25/2000 10:15:40 AM
From: that_crazy_doug	Read Replies (2) of 275872

<< In Q1, AMD will have dual 1.5 Ghz Mustang servers. I suspect that these servers will match the performace of 4-way Intel Xeon servers. This level of performance will not be ignorable and is currently AMD's biggest opportunity >> Mustang isn't likely to even appear until Q1, which will probably end up being late Q1 with no real production until Q2. (at least if we follow their track record with thunderbird, duron, and dresden) and 760MP isn't supposed to come out until Q2 per the CC, so I don't see where your 1.5 ghz mustangs are going to come from. << So, how will AMD be able to compete with a 3 Ghz P4 in, say, Q4 of 2001? My guess is that AMD will have a 0.13u (possibly SOI) 2+ Ghz Clawhammer in production by that time, and that it will perform favorable againts the speedy P4. >> I'll be surprised to see any hammer parts out there in 01, and we'd better get a heck of a lot more then 2ghz out of the .13 processor or I think we're in real trouble. I also still disagree with the assumption that the public as a whole will go for a slower mhz chip that performs better. I could see it selling into the corporate market where buyers are more informed, but AMD has no footing there, and there's really no indication that they're getting one.

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