Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 231.83

+1.7%

Jan 16 9:30 AM EST

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To: heatsinker2 who wrote (45106)	6/25/2001 3:26:13 PM
From: that_crazy_doug	Read Replies (1) of 275872

<< I really can't understand why Michael Dell would even consider the A4, unless there is concern over the volume availability. >> There'll be no compelling reason to go to A4 except price until AMD gets to .13, but at .13 I'd guess the A4 will be substantially better then the tualatin. As it is, the A4 will still be good enough to substantially raise AMD's marketshare, we can probably get to 20% notebook share by the end of the year. << Another possible concern for Dell is that Intel says that they will switch to P4 mobiles, which makes zero sense to me. >> They need to have a competitive laptop on the same process. When p4 and athlon hit .13 process like tualatin, they'll both probably smear the tualatins. Just my thoughts, Doug

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