Advanced Micro Devices - Moderated (AMD) Message Board

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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: combjelly who wrote (75631)	3/27/2002 1:58:59 AM
From: Ali Chen	Read Replies (3) of 275872

combjelly, I generally agree with all you said, with few nit-picked exceptions I would not bother to mention. Yes, AMD does improve processors. So does Intel. My point was simply that having bigger capacity and ability to manufacture bigger die at reasonable cost will allow Intel to maintain bragging rights for perfomance lead (like they got in SPEC CPU2000 benchmark suite). This gives Intel tremendous advantages with regard to pricing, with heavy negative implications for AMD's ASP, and for many years to come (as you seem to agree about 2005 transition to 300mm), unless the Hammer platform is a true miracle. Regards, - Ali

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