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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 217.53+1.5%Nov 28 9:30 AM EST
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To: ptanner who wrote (76714)4/8/2002 5:05:20 PM
From: combjellyRead Replies (1) of 275872
 
"The 1.3B units seems pretty high given the number of people in the world."

Of course this is true only if you see the market as cellphones and PDAs. It isn't. It very well may be that in 10 years there will be several of this class processor for every person in the US, mostly in deeply embedded uses.

"I wonder how this architecture will fare in a market with competition from StrongARM and other processors."

The competition is mainly XScale. True, IBM has some ambitions with their PPC403 processor, but they aren't yet to that performance level and the power consumption is higher, although that is supposed to change soon. Plus, they don't have a similar peripheral mix, something that is very important in that market. All the others are at maybe half the performance level and slightly more power.
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