Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 199.88

-4.4%

11:14 AM EST

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To: combjelly who wrote (17998)	11/6/2000 11:43:16 PM
From: rsi_boy	Read Replies (1) of 275872

All this soi talk of 30 percent gains his nice but... anybody want talk how Mot's soi is treating Apple these days? aapl seems to be suffering from a severely negative boost to frequency (compared what MOT might have achieved by putting the same effort into conventional processes). So I guess this means one of two things for AMD: a) AMD will be screwed by the high cost and delays of developing an soi process b) or, appl being the sacrificial lamb, all the bugs will be exorcised by q3 01 and everything will go flawlessly All I am saying is that K8 on soi is exciting but we shouldn't take execution for granted. Then again, even a delayed K-8 stands a chance of beating any useful variant of ia64 to market (of course, this assumes somebody will find McKinley in some way useful ;) "McKinley, will have its own pilot launch beginning in Q4 2001/Q1 2002. " from aces) t.

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