Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 217.59

+1.1%

Dec 3 3:59 PM EST

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To: niceguy767 who wrote (17661)	11/4/2000 7:57:36 PM
From: fyodor_	Read Replies (4) of 275872

<niceguy767: But sure am seeing continuation of INTC's "free-fall" that began 12 months ago!!! Just can't compete in any markets in which AMD chooses to compete...> There's optimism and then there's... I don't know, but something involving at least a deity of two... You think the P4 will under perform. Perhaps it will, perhaps it won't, but certainly AMD will have a hard time becoming competitive in: - Mobile platforms: Despite rumors of 3W 650MHz "Mustang" Duron (can't remember the pony name) out late this year, I don't see AMD getting competitive and staying there for more than a quarter. The P6 core (possibly with more cache, memory controller, etc) on .13mu will easily pass 1GHz while consuming shockingly little of that precious juice. IMHO, the P6 is an awesome mobile chip and will become even better once it reaches .13mu. - Servers: Where'd that dual processor motherboard go? Will it work? Reliably? When do we see more than 2-way? When do we see higher memory bandwidth than DDR? (ServerWorks offers 4-way interleaved SDR NOW). Oh, and what about 64bit PCI? - Business: AMD has yet to prove that they can breach this greatest of Intel strongholds. Sure, the performance is there right now, but businesses are extremely conservative and AMD have to prove that they can remain competitive over much longer periods of time. Remember, businesses account for around 80% of all computer purchases (in $$). EDIT: Oh, and I forgot to mention that businesses also account for a much larger percentage of the industry GROWTH than home computers... -fyo

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