Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 259.65

+2.3%

Jan 23 9:30 AM EST

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To: Ali Chen who wrote (28863)	2/19/2001 8:09:07 PM
From: porn_start878	Read Replies (1) of 275872

Intel will have the exact same problem in a year : desktop PIII stuck at 1.33GHz on .13, palomino going north 2GHz on .13/soi for about 20% higher power consumption making mobile-1.5GHz possible. One may say that Intel will do just fine with mobile PIII on .13u, but I predict the frequency delta will be about the same as k6's vs PIII is now. Intel will dig the sub-watt market as much as they can but that won't save their whole mobile ass. Hopefully, AMD's desktop chunk won't be k6-ized and the Hammer/Thouroughbred duo will maintain the actual lead. Actually, strong x86-64 support and fast HyperTransport apparition could catapult AMD as a huge corporation but that won't happen, because we live in reality, not in niceguy's mind :) However the image of the company will progress through next years, that's why I'm all stock. Max

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