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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 209.04+0.7%3:59 PM EST

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To: wanna_bmw who wrote (85348)7/18/2002 8:36:53 PM
From: Dan3Read Replies (3) of 275872
 
Re: 1.6GHz Athlon XP at 1.5V = 47.7W

And P4 desktop uses up to 94w.

Mobile Athlon, available now, uses 25w for 1200mhz to 1533mhz.

Mobile Athlon low power, available now, uses 16w, for 900mhz to 1300mhz.

6 months from now, Intel will introduce a brand new architecture, dedicated to mobile applications, that runs 66mhz faster (1600 vs. 1533) than the chip AMD has now.

Intel has nothing on its roadmap that can support thin and light notebooks (16w) - the most lucrative and fastest growing segment. P3 for thin and light topped out 800 or 900 mhz and is being discontinued. Athlon for thin and light starts at 900 and goes to 1300.

What do you suppose AMD will be shipping in 6 months, when Intel catches up to where AMD is today?
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