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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 214.94-0.1%3:59 PM EST

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To: Petz who wrote (46571)7/8/2001 2:55:10 PM
From: Paul EngelRead Replies (1) of 275872
 
Re: "AMD ASP's will rise this quarter based on increased notebook sales, unless the desktop Palomino turns into
a "K6-3."

Look for Intel's Tualatin to turn that Mobile AthWiper4US into an instant Kmart-63 !!!

The new Tualatin - LOWER Power, HIGHER PERFORMANCE - HIGHER MHz - and SMALLER DIE - will not be very AMDroid-friendly !

AMD - Gotta Get to SOI !!!

213.219.40.69

Intel preps for mobile extravaganza

South bridge of sighs, or what
By Mike Magee, 08/07/01 18:20:36 BST

IT'S TIME we guess, to summarise our knowledge of Intel's current mobile processor plans which barring force majeure is set to occur on the 15th of July next, when its crafty little copper .13 micron chips start creeping into X86 based notebooks.

It will have some top names lined up to launch machines - Toshiba and Dell, of course, but also its new friend CompaQ.


We have already published most of the details some time back but in case you've forgotten - and my how confusing this chip business is - let's briefly run through the facts as we know them so far.

This time a month ago, the 1133T was slated to launch at $637, the 1066T at $508, the 1000T at $401, the 933T at $284, the 900 at $268, the 866T at #251, the 850 at $241, the 800 at $198 and the 750, slipping off its mortal coil, also at $198.

The T suffix denotes Tualatin. Note that this is both .13 micron and copper technology. We have little reason to doubt that the speed increments remain the same as one month back, but we've a hunch - and it's only a hunch - that La Intella may lower these preliminary prices.

Be very careful when you're buying a notebook, particularly at the 1GHz speed. The 1GHz Coppermine chips have been running so cool that some vendors have plugged them into notebook cases. A .18 micron 1GHz Pentium III will run much cooler than that, and the .13 micron Tualatin ought to beat the pants off the Coppermine grade if there's any logic in the crazy world of chips.

It's also important to note that Tualatin .13 micron chips will coexist for quite some time with Coppermink .18 micron notebook chips.

In this roadmap below, note that C represents Coppermink, T is Tualatin and N is Northwood. We believe that the mobile plans have advanced from the roadmaps we saw in June and that the mobile P4s might creep into the beginning of Q1 next year.

This roadmap below relates to full size notebooks only. During the course of the week we'll outline La's ultra low voltage plans, some of which will also take shape a week from today.

Note that the prices on the left are average notebook prices, based on current prices of the most expensive parts of a notebook - currently processor and LCD screen. µ

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