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)	10/18/2001 2:24:04 AM
From: Pravin Kamdar	Read Replies (2) 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. Very interesting prediction. I hadn't thought of that. With the Athlon XP at 80 square mm in 0.13u, it seems that they are not following Northwood to a 512 KB L2 cache, but as you point out, they may be forced to follow suit. Pravin.

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