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

To: niceguy767 who wrote (12084)	10/8/2000 3:54:36 PM
From: porn_start878	Respond to of 275872

INTC is in the unenviable position of having binsplits around 700 MHz, a range that is about to vanish beneath the soon to be entry point of 800 MHZ...INTC may be able to produce a zillion 650 MHz PWeeiii's, but, I'd argue the demand just won't be there in 3 months... I'm sorry to say that but : Wake up niceguy! Intel improved it's binsplit, they put tons of money in R&D then they at least have better process than AMD. AMD has to move the mid range entry point to 900 MHz to hurt Intel, and it's exactly what they're doing. Intel has no problem producing 800 MHz anymore and my guess is that they are producing as much percentage of 866 than AMD's 1GHz. A report stated that they optain 10% GHz chips in a wafer and that is why we are seeing much more Ghz PIII since a month or two. AMD has a 150 MHz lead with the current stepping. They'll increase it to a 250-300 MHz lead (over PIII) with the Palomino. See the things as they are. But Intel won't be able to do much better on their .18 mu process. A 250-300 MHz lead for two quarters will be well enough to gain market share. The big question is whenever they'll be ready for .13mu, they moved pretty flawlessly to .18 in Austin, I hope they repeat it for .13 in Dresden. My guess is that they could be at .13 before Intel which would hurt hard. P4 is a non-event until .13, but it could affect the stock.