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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 242.19-1.7%Feb 3 3:59 PM EST
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To: Tony Viola who wrote (74867)3/18/2002 7:25:12 PM
From: Gopher BrokeRead Replies (1) of 275872
 
Where's this wall come from all of a sudden?

I said it was not a wall, rather a non-linear function. There seems to be no argument that the benefits of feature shrinks are reducing.

Therefore you can't extrapolate based on the current relative positions of the two companies because Intel are having to overcome a steeper gradient than AMD. For example, their switch to .09 will give them less of a jump ahead of AMD than their .13 switch did.

If we were comparing AMD and Intel performance on the same level of process then fine, but if the relationship between the companies processes remain constant then we will be comparing AMD's .18 with Intel's .13, AMDs .13 with Intel's .09 and so on. If the step benefit reduces then the gap narrows.

Like two frogs each jumping half the remaining distance towards the edge of the pond. The frog that is a jump behind will never catch up, but with each jump the distance between them is halved.
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