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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 215.00+0.7%Dec 22 3:59 PM EST
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To: Monica Detwiler who wrote (79307)5/4/2002 10:19:50 AM
From: Dan3Read Replies (1) of 275872
 
Re: Remember Mr. Jerry Sanders' promise that AMD would not fall behind Intel by more than 533 MHz this year?

Yes. It sure looks like SOI is taking longer than expected. Since they're sampling SOI Athlon XP-64s, they're in limited production on SOI, but costs are probably still too high to the wider implementation that they expected would be the case at this time.

Fortunately for AMD, it's difficult to get very excited about an intel 2533 vs. an AMD 2200. Especially when the AMD 2200 costs 1/2 what the Intel part costs and performs better in many applications. This fall, when Intel likely is at 2800 or 3000 on 32-bits, AMD will be at 2600 on 32-bit Athlon and 3400 on 64-bit Clawhammer. And AMD will continue to provide more performance per dollar, and will continue to provide equal or superior total performance on most applications.
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