Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 231.83

+1.7%

Jan 16 9:30 AM EST

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To: andreas_wonisch who wrote (65590)	12/13/2001 12:28:41 PM
From: Joe NYC	Read Replies (2) of 275872

Andreas, Mosesmann must have confused cause and effect. AMD isn't enjoying high Athlon XP demand because Intel can't supply. Couldn't agree more. The shortage of P4 is the direct result of the fact that Intel's perfected P6 core is not competitive with Athlon, and Intel is forced to turn to an "experimental" first generation of Willamette core to supply the mainstream demand. The future "shortages" at Intel are a function of how competitive AMD is. If AMD can switch to .13 and deliver a boost of some 300 MHz, all of Intel's .18u capacity would become obsolete overnight, and Intel would have to deliver all the processors on .13u process, which can't happen overnight, resulting in more "shortages". Joe

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