Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 214.99

0.0%

Dec 26 9:30 AM EST

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To: Jim McMannis who wrote (80721)	5/25/2002 10:25:55 PM
From: Dan3	Read Replies (1) of 275872

Re: will "Thoroughly-dead" be on POS (plain 'ole Silicon) or SOI?... Intel has nothing but POS, as you call it, until 2004 or 2005 - they were quite late learning that they'd need it. Probably because they were so late in gaining any real world experience with copper. AMD has guaranteed itself a huge process advantage for all of 2003 and most or all of 2004. Intel is also stuck without the right products to produce, even if they did anything better than a POS process coming in the next 2 years. With their 64-bit chip a total disaster, and their 32-bit chip about to be "286'd", they've painted themselves into a corner...

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