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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 246.76-0.5%Nov 14 3:59 PM EST

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To: Elmer who wrote (66366)12/27/2001 1:15:11 PM
From: Dan3Read Replies (1) of 275872
 
Re: Northwood will be manufacturable. DDR will be available. Not long later 12" wafers will add capacity dramatically

I agree - but there is a risk of a worse price war next year than this year.

Xeon processors with large caches will showup along with SMT. McKinley will offer world leading performance

SMT looks interesting, McKinley is more of a question mark, much more.

Meanwhile, Hammer will continue to slip as it has quarter after quarter.

If it does ship, will Intel become bankrupt? You seem incapable of considering the possibility that AMD's next chip will ever ship. You were the same way about Athlon.

SOI will be very expensive and not offer enough performance to keep up

So why did Intel do a sudden 180 degree reverse of its previous position and announce that they'd be going to SOI as soon as they could get a process worked out? Which will be 1.5 to 2.5 years late compared to AMD.
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