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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: andreas_wonisch who wrote (7417)9/2/2000 7:43:42 PM
From: chic_hearneRead Replies (4) | Respond to of 275872
 
Re: They can't move P4 to main stream until they are on 0.13 micron. And don't expect this to happen before end of 2001 at the earliest (I think Chic made a good point here concerning the difficulties of IBM and AMD with copper).

Andreas,

You're damn right I did !!!

This is what I'm watching. If Intel pulls off a miracle and gets .13um copper shipping as Barrett states they will, I will be dumping my AMD. It's impossible. My bets are placed, are yours?

chic



To: andreas_wonisch who wrote (7417)9/2/2000 7:52:58 PM
From: ScumbriaRespond to of 275872
 
Andreas,

If they would hypothetically release P4 at 2.0 GHz this October there would be a huge MHz delta between their fastest P3 and the P4. Of course nobody would want to have a 1.0 GHz P3 if a 2.0 GHz P4 was available.

Would Intel rather see PIII ASP's plummet due to:

1. P4

2. Athlon?

Either way, it is going to happen very soon.

Scumbria


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