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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 203.14

-0.8%

Jan 9 9:30 AM EST

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To: Cirruslvr who wrote (48613)	7/22/2001 6:07:02 PM
From: TechieGuy-alt	Read Replies (4) of 275872

pcworld.com "AMD's new CPU raises the performance bar even higher than the Athlon 1.2-GHz processor did in our February 2001 chart. MicronPC's Millennia Max XP2 and Hewlett-Packard's Pavilion 9800, each equipped with a 1.33-GHz AMD Athlon processor, easily outdistanced Gateway's Performance 1700--the only PC on the chart with Intel's 1.7-GHz Pentium 4" You know- it's funny that since the time coppermine was introduced, INTC and supporters have been claiming that the next release of xxx from INTC will just kill AMD. First it was the spigot on the 1GHz Coppermines that were supposed to flood the market- "any time now". Never happened. These days coppermine is a full 40% shy of Athlon- in clock speed- more in performance. Then the Pentium 4 was supposed to gallop out of the stables and crush the Athlon under it's hoofs. It's been more than 9 months since it galloped out and 9 out of the 15 PC's on the above linked chart- including the #1 performance one are still are AMD's! Then P4 was going to 2GHz on 0.18 around the start of the year. This claim was made right when the P4 was supposed to be introduced at 1.6Hz at launch. Never happened. 2.0 GHz may still happen, but it may be like the 0.18 1.13GHz Coppermine- probably best for INTC if it does not. Then remember the copper contamination problems that were supposed to kill Dresden? I guess Cu does not contaminate Si any more in this century. And again, all this hoopla that you are siteing is "out in the future"- as Niceguy would put it. In the here and now, all Intel has going is a 1.3GHz retail P4. I wonder why the 1.7GHz are a no show on the retail displays (not BTO)? The admission from INTC that they will now focus on transitioning their entire processor line from the PIII to the P4 is a huge admission that they are no longer competitive on their mainstream chips. In case anyone forgets- the P4 is still (around) 2million units and the P3 cores (inc celeron) are >25 million units/Q! and INTC is going to convert form P3 to P4 in a few weeks? ok months?! Phooy! Plus, don't forget that the sooner INTC converts from p3 to p4 on their main stream lines, the quicker they cut their mfg capacity in half. As Jerry said in the conference call. This p3 to p4 transition is probably the worst return on incremental investment any company has ever seen. The market is week for sure, but AMD is not in the same position it was in the K6 days. The Athlon is no K6. It is no pushover. TG

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