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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 11:57:05 PM
From: jcholewaRead Replies (1) of 275872
 
> 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.

Has Intel started using local interconnect yet? If I recall, AMD's Tungsten Local Interconnects supposedly gave them a much higher SRAM density on their chips, so if Intel tried to raise the bar, then AMD may be penalized less than Intel.

I acknowledge that my information here may be woefully out of date, though. ^_^
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