Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 209.17

-0.8%

3:14 PM EST

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To: Harvey Allen who wrote (38940)	5/10/2001 6:36:15 PM
From: Petz	Read Replies (1) of 275872

Harvey, thanks for the Kumar piece on Intel's next move. Even Kumar can't bring himself to recommend Intel although it is obvious his pro-Intel bias is still intact. Although it [AMD] gained only a couple points of market share... NOT, more like 4%. In the fall, Intel plans to roll out a 0.13-micron version of the Pentium 4 known as Northwood. In this next-generation process, Northwood will be a fraction of the size of Willamette. This change will reduce Intel's cost to build the Pentium 4 and will allow the company to greatly increase production levels. Fall is optimistic in view of recent developments, particularly in terms of the ramp being significant in 2001. Petz

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