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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 215.05+0.1%9:30 AM EST

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To: dale_laroy who wrote (49752)8/3/2001 7:31:27 PM
From: fyodor_Read Replies (1) of 275872
 
Dale: 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.

If SOI really ends up adding 20%+ to operating frequency, while reducing heat dissipation at the same time, desktop Barton would be a good match for any "Celeronization" of P4 (one could argue that such an event is already beginning to unfold with the low-end P4s + SDRAM).

-fyo
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