Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 208.44

+8.3%

Feb 6 9:30 AM EST

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To: Elmer who wrote (74280)	3/12/2002 5:57:02 PM
From: heatsinker2	Read Replies (2) of 275872

Elmer- I will say I am under nondisclosure with Intel. Wow, what a paranoid company. They even have their garbage men under NDA. All kidding aside, I just don't think Intel would pull in the 3 Ghz release, and talk about it publicly some 9 months in advance, unless they were feeling some pressure from AMD. Also, we have no details on this thing, it may be a specially-selected low volume part that dissipates 125 W each. We'll see... Intel does seem to be making a smooth transition to .13 fabrication. Intel is charging ahead with their .13 P4 mobile, which has to be a strong indicator of successful .13 manufacturing. Since this is a lame product, it would be easy to delay to satisfy any .13 production problems elsewhere.

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