Silicon Investor (SI) -- The First Internet Community

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.

Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Charles R who wrote (79576)	11/12/1999 1:15:00 AM
From: Petz	Respond to of 1574122

Charles, re: long term for AMD Too early to tell if AMD is a good long term investment. agreed One big thing I will be watching is IA-64 vs. AA-64. I agree this looks about even for AMD right now -- Intel is ahead schedulewise, but likely behind performancewise. For the next 6-8 months here's the risks I see: 1. If Intel comes out with Willamette before 7/1/00, it will probably leapfrog the best that AMD can do in 0.18 2. If there really, truly are Cu process problems so that first output from Dresden is after Q2'00, I'd be worried. That gives them 5 months or so to fix problems. (Wafer starts in early April coming out in June) Basically, AMD needs Cu-process output from Dresden before Intel has the Willamette. I think, until then, the 0.18 Athlon will stay ahead of the 0.18 CuMine. Petz