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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 215.04+0.1%9:30 AM EST

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To: combjelly who wrote (49710)8/3/2001 10:03:42 AM
From: dale_laroyRead Replies (1) of 275872
 
>I think that the bulk 0.13 micron ponies would have enough headroom to at least keep present market share and ASPs without SOI, so there is no reason for Barton unless things are going well.<

I have my doubts about the need for the desktop Barton, but I think AMD will need the mobile Barton to really put the screws to mobile Tualatin.
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