Advanced Micro Devices - Moderated (AMD) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 215.32

-0.2%

Dec 30 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: peter_luc who wrote (34878)	4/4/2001 5:39:59 PM
From: Joe NYC	Read Replies (1) of 275872

Peter, The chart below depicts the share of various Intel’s CPUs in the total sales volume I am not quite sure, but I guess "sales volume" represents revenue. I doubt it means units. Evne if it is revenue, I doubt that P4 reached 11% revenue in Q1. On the other hand, 0% for Tualatin until 2% in Q3 and 7% in Q4 would be a great news for AMD. Massive production of .13u Tualatins for the desktop market would probably mean more of a threat to AMD than .18u P4. One thing to worry about in the short term is the info that Dan3 posted, about 1.7 GHz P4 being able to run at 2.8 GHz cooled with LH, up from 2 GHz of the current core/stepping. Joe

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next