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 3:59 PM EST

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To: fyodor_ who wrote (38986)	5/10/2001 8:05:04 PM
From: maui_dude	Read Replies (2) of 275872

Article : Mobile Palominos come next Monday 213.219.40.69 on Inquirer. Lots of surprises in the article : "In the last 25 years semiconductors have had compound growth rate of 16.1 per cent from 1975 through to 2000. AMD's CAGR was 23.1 per cent for... 25 years." Is this true ? With that kind of growth AMD should have split every 4 years and about 6 or 7 times. "AMD 1.3GHz Athlon outperforms Intel's fastest Pentium 4 which runs at 1.7GHz. The only application where Intel has the advantage is running Quake 3." Isn't the split close to 50-50 in terms of performance of 1.7P4 and 1.3Athlon? "Next year we'll see .13 micron processors" Is this a slip ? I thought it was scheduled for Q4 01 (not more than a quarter after Tualatin). "Duron has higher clock speeds than Celeron and blows away Celeron clock for clock and has higher clock speeds than Pentium III or will have in the second half" Faster Durons than PIII (desktop Tualatins) ? That would be very impressive. "there's no way they will retain their 90 per cent market share." ** 90% market share for Intel ? Doesn't he mean 80 ? Maui.

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