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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 246.28+4.0%3:59 PM EST
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To: Pravin Kamdar who wrote (16555)10/29/2000 5:07:52 PM
From: Charles RRead Replies (2) of 275872
 
Pravin,

<However, I'm not yet convinced that AMD will be able to decrease power on the mobile Athlon enough necessary to compete against Intels excellent mobile product line.>

With Mustang core, the problem for AMD is not power consumption. The problem I see potentially cropping up is that of infrastucture. By making 815 based mobile chipset, Intel is driving integrated graphics as the de-facto standard for laptops (low-end and mainstream, since one does not need highend graphics in most laptops). AMD needs to ensure that there is good availability of chipsets with integrated graphics.

Chuck
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