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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 223.53

+1.1%

Jan 14 3:59 PM EST

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To: Dan3 who wrote (45104)	6/25/2001 3:09:26 PM
From: heatsinker2	Read Replies (3) of 275872

Dan3- Weren't you saying that Tualatin had the same power dissipation as Coppermine? Accoring to JC's ( jc-news.com ), a 1 Ghz Coppermine dissipates 33.9W, while a 1.1 Ghz Tualatin dissipates 27.9W. So the Tualatin dissipation is 17.7% lower at 10% higher frequency. That sure sounds like a power reduction to me. I have come to the conclusion that the Tualatin will be a better mobile chip than the A4. Also better for dense server applications. I really can't understand why Michael Dell would even consider the A4, unless there is concern over the volume availability. Another possible concern for Dell is that Intel says that they will switch to P4 mobiles, which makes zero sense to me. AMD should do fine over the next year. They have good products. But they don't have knockout products, so I expect only modest market share gains.

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