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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 214.90-0.1%Dec 26 3:59 PM EST
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To: Charles R who wrote (21685)12/6/2000 2:57:19 PM
From: Dan3Read Replies (1) of 275872
 
Re: Flawed logic. New process is almost always brought-up on established products.

I'm pessimistic about P4. Even so, I expect that it should be possible to consider it an established product a year after its introduction.

Re: There are also some indications that the lack of low K SOI may doom Intel's first iteration of .13 to irrelevance. What indications are these?

IBM, the only company with .13 and SOI experience, has stated it publicly and offers two .13 processes to its foundry customers: A low performance non-SOI process and a high performance SOI process.

Re: For all of 2000, AMD did better on chips and terribly on the platform. The net result was that AMD lost a huge lead. AMD gotto do better in 2001 to continue to make any significant gains.

Agreed. But I really think that AMD's DDR strategy is looking very good at this point - much, much better than Intel's Rambus strategy.

Regards,

Dan
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