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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 213.43

+6.2%

Dec 19 9:30 AM EST

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To: niceguy767 who wrote (27971)	2/10/2001 10:21:56 AM
From: combjelly	Read Replies (3) of 275872

"1. "IF" Brookdale in October" Reports are it is sampling now. If that is true, then October should be no problem. In fact, if Intel gets panicked enough it might show up earlier and run the risk of not being entirely stable. Now whether or not the P4 can actually have any yield at 2GHz on their 0.18 micron process, that is a different question. The other question is what will the performance be like on a (at most) 2.1Gbytes per second memory bus. That benchmark of a P4 on single channel DRDRAM vs. a dual indicates that the performance would be ugly. The great sales of Athon Gigaprocessors and the anemic sales of the P4 seems to indicate that MHz alone does not sell, despite what has happened in the past. An integrated chipset like Brookdale is not going to be a great enabler for a processor that will sell for $500 plus. It might be a great boost for sales if Intel gets the ASP of the P4 down to under $200, but that won't be in the cards until well into next year, if then. Even a $100 integrated motherboard is not going to make a $500 processor that much more compelling.

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