Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 223.54

-2.9%

3:59 PM EST

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To: Yousef who wrote (76239)	4/2/2002 7:53:10 PM
From: wanna_bmw	Read Replies (6) of 275872

Yousef, Intel already has performance in the bag for this year, IMO. What they need is to start transitioning as much of their fabs as possible towards the Northwood shrink on 300mm wafers, in order to get the cost advantage. AMD is still stuck at 128mm^2 for die size, and the Northwood shrink is 131mm^2. On 300mm wafers, Intel will be making excellent margins, and have plenty of die per wafer to meet customer demand. I think that has the prospect of competing against AMD much more than insignificant gains on a few benchmarks that only a few computer enthusiasts read anyway. Personally, I'm glad that Intel can once again claim the fastest CPU, but I think it's mostly irrelevant to the overall picture, since most CPUs are already "fast enough". What Intel needs is to lower their costs, and push forward with volumes. AMD can't compete with Intel's level of manufacturing. wbmw

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