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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 208.32

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To: dale_laroy who wrote (37526)	4/26/2001 8:28:14 PM
From: Petz	Read Replies (1) of 275872

dale, re:<mobile Thoroughbred will not be able to compete at the speed grades at which Tualatin will be available> When a core (the P6, the K6-II, etc) is on its last legs, the MHz increase from a new process becomes less and less. I think that is why the desktop Tualatin disappeared, because if Intel could make Tualatin run at 1.13 to 1.7 GHz they would make it their Athlon-killer. It would be cheaper to make than a Celeron. AMD, with the 0.9 to 1.0 GHz Palomino, is at least equal to Intel in mobile CPU's, even not taking the greater flexibility of PowerNow! vs. Speedstep 1. I honestly believe that the reason for Palomino notebook delay is related more to infrastructure than to performance or production. What makes you think Intel will get more out of the 0.18-->0.13 conversion than AMD will? And PowerNow2 may stay a step ahead. Granted, Tualatin will be lower power and higher MHz than mobile Palomino for 3-6 months until Thoroughbred appears. Petz

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