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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: porn_start878 who wrote (20148)11/21/2000 11:06:16 PM
From: Paul MaRead Replies (2) of 275872
 
Hi Max
It doesn't look too good. The only change is 20% power reduction, no performance enhancements. It seems dubious that AMD can scale to 1.5 gig in volume on .18 to me. The mobile sector is promising though... at least for now because the chips will be running slower than desktop and will therefore need less power, plus this area should provide a new source of high ASP revenue.

Paul
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