Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 215.11

+0.1%

Dec 24 12:59 PM EST

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To: Pravin Kamdar who wrote (28029)	2/11/2001 10:56:47 PM
From: THE WATSONYOUTH	Read Replies (1) of 275872

I found the article about Intel losing HP's PA_RISC foundry business to IBM very interesting. Yes indeed. Contrary to the conclusions by the author, I see no diminishing in HP's PA RISC effort either in design or commitment. I think they are actively hedging their bets. As for IBM's Shahidi, I know him very well. In my opinion, he, at times, is subject to exaggeration. I still maintain that only a 10%-15% speed improvement(all other things equal) due to SOI will be realized. Also, the infrastructure needed to generate the quantity of wafers needed even for AMD's share of the x86 market is considerable and very much unappreciated by this thread. THE WATSONYOUTH

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