Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 215.32

-0.2%

Dec 30 3:59 PM EST

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To: Joe NYC who wrote (58992)	10/17/2001 11:17:22 PM
From: eCo	Read Replies (1) of 275872

Joe:I think Intel will try to force industry (AMD) to increase the die size. I think Intel will continue to increase L2 from 256K -> 512K -> 1MB. This way, they will reduce AMD's capacity back down to some 25 to 30 million units, as AMD will be forced to follow. With hammer's on-die memory controller, the decreased latency will decrease the advantage of a large L2 - will it not? eCo

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