Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 231.83

+1.7%

Jan 16 9:30 AM EST

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To: Pravin Kamdar who wrote (93384)	2/20/2003 12:29:44 AM
From: porn_start878	Read Replies (3) of 275872

I'm thinking that AMD could be in some serious do-do: Who haven't though the same when intel demoed 1.4GHz P4, then 2GHz P4, then 3GHz P4... Intel makes the noise, AMD engineers hear it and react to it. I think the SOI issue will turn out to be the same as the copper issue (edit: and the palomino issue) : K8 will end up reaching it's potential clockspeed, which will be 3.2-3.4GHz on .13u SOI, 4-4.2 on .90u SOI. The Athlon 64 at 4 GHz DDR-II enabled (dual-channel) will eat a prescott at 5GHz, and that on 32-bit code. On top of that, I still expect MSFT to push x86-64 very hard to encourage replacement cycle. AMD/Intel is an ever-aging battle... and the wisest will win, not necessarily the more powerfull.

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