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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 249.66

+7.6%

3:59 PM EST

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To: andreas_wonisch who wrote (48630)	7/23/2001 3:49:45 PM
From: fyodor_	Read Replies (3) of 275872

Andreas: What's so different this time? &#133 in the clock-speed race they are even more behind (30% and more) than in those days. Worse: The current processor architecture has run out of steam (only a 40% clock-speed increase in 16 months) and there's no savior on the horizon for at least another year. Better: - Absolute performance. May not count much, unless AMD can do something to actually market it. - Shrink 6 months away. - Just now gaining significant mobile market share. - Just now entering the server market. 3 and 4 will prop up ASPs, although probably not enough to prevent them from falling - esp. in Q4. The bulk .13&#181 shrink will enable AMD to keep ASPs reasonably stable, maybe even increasing them if the global economy rises, until SOI arrives. Additionally, there's the chance that AMD could buy some .13&#181 SOI capacity from IBM as early as Q1 (Dale seems to believe this, I wouldn't count on it, though). -fyo

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