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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 207.67

+2.2%

3:59 PM EST

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To: Joe NYC who wrote (71897)	2/18/2002 9:35:46 PM
From: Joe NYC	Read Replies (1) of 275872

Another story on Xbit-labs site, which probably explains somewhat slow arrival of faster Northwood P4s: From our unofficial sources we managed to learn a bit more details on Intel’s plans concerning the moving of Pentium 4 processors from 0.18micron Willamette core to 0.13micron Northwood core. By the end of Q1 the Willamette to Northwood ratio will reach 2:1 (that is 2/3 of Willamette CPUs against 1/3 of Northwood CPUs). By the end of Q2 these cores should swap places, so that there will be twice as many Northwood processors sold than Willamette based ones... The rest at: xbitlabs.com Since Intel's p4 output this quarter is 2/3 Willamette, introduction of 2.4 GHz Northwood would push the prices of all these Willamettes down further than Intel wants them. Joe

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