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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 213.43

+6.2%

Dec 19 9:30 AM EST

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To: semiconeng who wrote (81330)	6/2/2002 3:57:13 PM
From: Dan3	Read Replies (2) of 275872

Re: will finally bring AMD's technology up to match intel's StrataFlash You haven't been paying attention, have you? Mirror bit has somewhat higher performance, much higher reliability, and much lower production costs than strataflash. And, while AMD has been cautious about expanding its CPU FABs too fast in a slow market, FASL has been building capacity as fast as it can for the past year. FASL FAB space is being tripled to take advantage of the low cost, high reliability, high performance mirror bit design - Intel's whole flash business is now in doubt. when ClawHammer finally arrives, intel will be several generations along on P4 So what? Transmeta is several generations along on Crusoe and VIA is several generations along on C3 - but one old-tech, 32-bit, CPU will be looked upon as pretty much the same as any other as the mainstream market moves on to 64-bit processors.

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