Advanced Micro Devices - Moderated (AMD) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 231.83

+1.7%

Jan 16 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: pgerassi who wrote (93411)	2/20/2003 4:44:50 PM
From: Charles Gryba	Read Replies (1) of 275872

Pete, you missed my point. The 2 companies diverged when Intc introduced the P4 in lieu of further refinement of the P3. Intel went for new cutting edge architecture stuff in the P4 but stuck with the safe process. AMD went with safe architecture ( palomino->TBred->Hammer ) but a bit more adventurous on the process side copper 1st, more layers, SOI now, etc. Intel is getting ready to move up their process side to strained silicon and at the same time they are improving the P4 core to become Prescott. AMD on the other hand is still putzing around with basically with the same core and the same process. All I am saying is that Intel seems to be executing on both sides now but initially concentrated on the architecture side so while the early P4s were dogs their architecture is maturing to the point of dominance with Prescott. Unless AMD has a trump card on the process side (or the architecture side ) they will be falling behind. C

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next