Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 210.08

+4.5%

10:55 AM EST

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To: Pravin Kamdar who wrote (57324)	10/5/2001 4:38:50 PM
From: dale_laroy	Read Replies (1) of 275872

>Northwood, with double the L2 cache will perform very well and let Intel sell them for $500+. AMD will have to contend with $120 1.8 Ghz P4s. AMD must get to 0.13u, 512 KB cache Athlon ASAP.< Wrong on both counts. Intel will sell some Northwood processors for $500+, but not many. The ASP for Northwood will be even less than the current ASP for Willamette. AMD must get to 0.13u, but 512 KB L2 cache will do AMD no good at all. Note that the lowest speed grade Athlon is not selling for significantly more than the same speed grade Duron in spite of having more cache and higher performance.

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