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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 221.450.0%Dec 11 3:59 PM EST

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To: fyodor_ who wrote (19828)11/20/2000 1:46:05 PM
From: Gopher BrokeRead Replies (2) of 275872
 
and there is little doubt that it has much, much more headroom

I would like to challenge that assertion. Intel's projections are all related to their .13 process. Yes, there is little doubt that Willy will do better on .13 but then I would expect the Athlon to sail past 2.0 GHz on AMD's SOI .13 process.

As far as on the current .18 process, I suspect that with the internal 3.0 GHz logic Intel are already sailing close to the wind.

We shall see.
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